Operations assistant​/paraplanner

Overview

Mass Mutual Atlantic, based in Fairfax, VA, is dedicated to helping individuals, families, and businesses in the Washington DC-Metro area achieve their financial goals. Leveraging an experienced team of financial professionals, the company delivers customized financial strategies and services tailored to meet unique needs. Committed to community involvement, Mass Mutual Atlantic actively supports charitable organizations and civic events. Mass Mutual Atlantic operates as part of Mass Mutual Financial Group and is known for building trust through its client-centric approach and commitment to service.

This is a part-time opportunity for an Operations Assistant / Paraplanner. The individual in this role will assist in managing daily operational tasks, including operational workflows, data analysis, and financial planning support. Responsibilities include communicating with team members and clients, providing exceptional customer service, supporting operations management, and ensuring the smooth execution of client-related processes. The role also involves maintaining accurate documentation and tracking client accounts to ensure compliance and efficiency.

• Strong proficiency in Operations and Operations Management to support and streamline workflows
• Effective Communication and Customer Service skills to build positive relationships with clients and team members
• Bi-lingual preferred (Chinese, Korean, Vietnamese)

• Entry level

• Part-time

• Management and Manufacturing