Advisory Operations Associate

Job Summary

Working remotely within PST or MST time zones, the full-time Associate of Advisory Operations will support the operations team by managing client relationships, processing transactions, and assisting with various projects for high-net-worth families and business owners.

Key responsibilities

• Manage client relationship processes across multiple locations and assist the advisory team with transaction processing
• Prepare and process client onboarding paperwork and maintain the client relationship management database
• Assist with the development and implementation of marketing efforts and manage multiple client-related projects simultaneously

Required qualifications

• Two-year degree in a financial planning related field or equivalent work experience preferred
• Three or more years of experience in Wealth Management, Tax, or Financial Services industry strongly preferred
• Advanced experience in Microsoft Excel and strong administrative skills
• Ability to work independently and manage multiple tasks effectively in a fast-paced environment
• Strong ethical standards and a compliant record in previous positions