Operations Associate

Ready to become the operational backbone of a growing wealth management firm? This newly created Operations Associate opportunity offers broad exposure to client service, compliance, office operations, and leadership while providing a clear path to grow your career in financial services.

Operations Associate

Why This Opportunity Stands Out:

• Join a newly created role with high visibility and meaningful impact across the organization.
• Work directly with advisors, leadership, and partners while gaining exposure to all areas of the business.
• Develop expertise in wealth management operations, client service, compliance, and administration.
• Enjoy a diverse position where no two days are the same and your contributions help drive the firm's overall success.

Target Compensation: $50,000 - $60,000 base salary

Key Responsibilities for the Operations Associate:

• Coordinate daily office operations, vendor relationships, document management, and administrative processes.
• Support compliance initiatives, maintain accurate client records, and assist with operational workflows.
• Prepare client meeting materials, coordinate client engagement activities, and provide support on advisor and client initiatives.

Qualifications for the Operations Associate:

• 3+ years of administrative support, office management, or financial services operations experience.
• Experience in wealth management, financial services, or an RIA environment preferred.
• Strong Microsoft Office skills, exceptional attention to detail, and outstanding organizational abilities.
• Associate's or Bachelor's degree preferred with a proactive, go-getter mindset.

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