Position Overview

We are hiring for an Operations Associate or Operations Coordinator, depending on background and experience. This position works directly with the VP of Operations to support firm operational efficiency, compliance, and technology. The ideal candidate is detail-oriented, proactive, and a problem solver.

Key Responsibilities

Responsibilities will vary based on experience and seniority in the role:

Operations & Compliance

• Assist with client onboarding and billing/invoicing
• Maintain CRM systems and operational workflows to improve efficiency
• Ensure compliance with industry regulations by managing documentation and auditing records

Technology & Vendor Management

• Manage various technology platforms (e.g., CRM, phone system, online scheduler)
• Coordinate with IT vendors to ensure smooth technology operations
• Assist in evaluating new tools to enhance operational efficiency

Client Services Support

• Assist advisors with operational needs to enhance client service
• Support document management, reporting, and internal process improvements
• Help streamline and document operational procedures for efficiency
• Back up our front-office with client service support

Qualifications & Skills

Operations Associate Role (1 to 3 Years Experience):

• Bachelor’s degree in business, finance, or a related field preferred.
• Strong attention to detail and ability to manage multiple tasks effectively
• Fast learner with new systems
• Excellent written and verbal communication skills
• Ability to work in a fast-paced environment
• Handles confidential and highly sensitive information with ultimate discretion

Operations Coordinator Role ( 4+ Years Experience):

• Prior experience in financial services, operations, or compliance strongly preferred.
• Ability to manage workflows, process improvements, and technology systems.
• Knowledge of regulatory requirements in financial services.
• Strong problem-solving skills and ability to take initiative.

Why Join Us?

• Flexible Role: We will shape responsibilities based on your experience and career goals.
• Growth Potential: Exposure to multiple facets of wealth management operations.
• Collaborative Team: Work with a professional, supportive, and mission-driven firm.
• Competitive Compensation: Salary based on experience, plus benefits package.

This is a full-time position, Monday through Friday, 9am – 5pm.

To Apply: Submit your resume and cover letter outlining your experience and interest in the role.