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Operations Associate

If you want to work with an industry leader, in a dynamic environment that fosters professional growth, we invite you to join our team. With $6+ billion in assets under management, R.M. Davis is Northern New England’s largest wealth management firm, with offices in downtown Portland, Maine and Portsmouth, New Hampshire.

the position:

R.M. Davis is looking for a self-motivated professional with a customer service mindset to join our expanding team as an Operations Associate at our downtown Portland headquarters.

Given the nature of our work, our administrative support team plays an integral role in the success of our firm, and the work we do for our clients. The Operations Associate role is responsible for providing a broad range of internal administrative support to other staff members and managers in the provision of service to our clients. This support primarily involves the preparation of client and prospect meeting materials and presentations. In addition, this position completes data entry projects, and assists with overflow work of other administrative team members. The Operations Associate also provides assistance with other project-related work.

The candidate should have:

  • Professional, friendly demeanor with client-first mindset
  • Excellent interpersonal, relationship building and communication skills
  • Strong organizational and time management skills
  • Strong attention to detail with a high level of accuracy
  • A college degree and prior work experience in an administrative support role is preferred
  • Proficient with Adobe as well as Microsoft Office (Word, Excel, PowerPoint, Outlook and Teams)

 

Benefits:

  • Competitive compensation and annual bonus opportunity
  • 401k plan with employer contributions
  • 100% company-paid employee health insurance
  • Generous paid time off, including paid parental leave
  • Education reimbursement
  • Company paid, covered parking
  • Professional downtown office setting
  • Flexible hybrid work schedule
  • Collaborative work culture

This position is a non-exempt position and therefore qualifies for overtime pay.

If interested, please send a cover letter and resume to:

If this sounds like you, please send a cover letter and resume to:

R.M. Davis
Attn: Denise Vigneault, Managing Direction - Human Resources
24 City Center
Portland, ME 04101
dvigneault@rmdavis.com