Job Description

Position Overview:

TaliMar Financial is seeking a detail-oriented and motivated Jr. Operations Coordinator to support day-to-day business operations and management in a small but growing financial services firm.

This is an entry-level role designed to start similarly to an executive or administrative assistant position, providing hands-on exposure to leadership, operations, and internal processes across the organization. The Jr. Operations Coordinator will work closely with management to ensure the smooth execution of administrative, operational, and financial-support tasks.

This role is ideal for a candidate with a background in accounting, finance, or strong quantitative skills who is eager to learn how a growing business operates from the inside out. This is an excellent opportunity for a recent college graduate or early-career professional seeking entry-level experience in a fast-paced financial environment. The role is designed to provide broad, hands-on exposure across multiple areas of the business, including loan servicing, investor relations, and core operational functions.

Key Responsibilities:

Operational & Administrative Support

• Manage and organize office mail, files, documents, and databases.
• Provide direct support to management including calendar management, meeting coordination, and follow-ups.
• Support internal workflows and help ensure operational tasks are completed accurately and on time.

Coordination & Communication

• Answer phones, respond to emails, and assist with customer inquiries, ensuring clear and professional communication.
• Assist with coordinating deadlines and priorities across departments or projects.
• Support cross-functional projects by tracking progress and documenting next steps.

Data, Reporting & Financial Support

• Perform data entry with a high degree of accuracy across internal systems.
• Assist with basic reporting, reconciliations, and tracking of operational metrics.
• Support accounting-related tasks as needed (e.g., organizing financial data, reviewing numbers for accuracy).

Office Management

• Help maintain efficient office operations including ordering office supplies, organizing office events, and maintaining an organized work environment.
• Assist with improving and documenting internal processes as the company scales.

Miscellaneous Support

• Provide support for ad-hoc tasks including research, document preparation, and various administrative duties as needed.

Qualifications:

Education & Background

• Bachelor’s degree or coursework in accounting, finance, or business preferred.
• Strong math skills and comfort working with numbers are required.
• Prior administrative, operations, accounting, or internship experience is a plus but not required.
• Entry-level candidates with strong aptitude and willingness to learn are encouraged to apply.

Skills

• Strong organizational and time management skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Excellent verbal and written communication skills. (This role requires that the individual be comfortable speaking clearly and effectively via phone and email).
• Ability to multitask and manage competing priorities in a fast-paced environment.
• High attention to detail and accuracy.

Personal Attributes

• Self-motivated and proactive.
• Adaptable with the ability to work independently or as part of a team.
• High level of professionalism and confidentiality.

What We Offer:

• Starting Pay: $25.00–$30.00 per hour
• Professional Development: Exposure to the financial services industry and opportunities to grow within the company
• Supportive Environment: A collaborative and friendly workplace where you will be an integral part of the team
• Other Benefits: Company sponsored 401K Plan with matching, Company sponsored QSEHRA Plan, Cell Phone Stipend, 120 Hours of PTO accrued per year, Company Paid Holidays, Company sponsored lunch on Friday's.

Job Tags

Similar Jobs