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DescriptionThe Operations Associate plays a critical role in the back-office functioning of the firm.  With responsibility for day-to-day operational duties of the firm, the Operations Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.   Responsibilities & Activities·         Schedules and confirms appointments·         Prepares call tracking report·         Mails birthday cards and gifts·         ...read more