Operations Associate
Job Summary
To support a growing financial advisory firm, the full-time Operations Associate will manage day-to-day operational workflows, oversee client onboarding, and improve processes while working remotely from any location.
Key responsibilities
- Own day-to-day operational workflows and execution
- Oversee client onboarding and key service processes
- Manage CRM systems, tasks, and follow-through across all touchpoints
Required qualifications
- 2 years of financial services experience
- Intermediate knowledge of CRM, workflow design, and MS products
- Organized, detail-oriented, and highly accountable
- Proactive, practical problem-solver
- Motivated to grow into a broader operations leadership role
Complete Job Description
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