Operations & Analytics Coordinator

Acord & Fong Wealth Strategies is a comprehensive financial planning firm serving clients across Northern California’s Bay Area. With a combined expertise of over 90 years, our team is dedicated to providing clarity and tailored solutions for our clients’ financial needs. We emphasize a client-focused, process-driven approach to simplify complex financial matters while leveraging the unique strengths of our team members. Guided by values of integrity, honesty, and exceptional customer service, we prioritize long-term relationships over short-term gains. Our mission is to help clients grow, protect, and transfer wealth, collaborating with their advisors to provide clarity, leverage advanced tools, and instill confidence in their financial futures.

This is a full-time, on-site position for an Operations & Analytics Coordinator based in San Ramon, CA. The role includes managing and improving operational processes, analyzing data to support business decisions, and collaborating with the team to ensure efficient workflows. Responsibilities include providing administrative support, assisting with operations management, supporting client service activities, and helping to streamline internal processes to enhance productivity and client satisfaction.

• Strong Analytical Skills to interpret data and generate actionable insights
• Excellent Communication skills to interact effectively with team members and clients
• Experience in Operations Management and the ability to streamline and optimize processes
• Proven Customer Service skills to build and maintain strong client relationships
• Proficiency in Administrative Assistance tasks to ensure efficient office operations
• Highly organized, detail-oriented, and capable of multitasking in a fast-paced environment
• Relevant experience in the financial industry is a plus
• Proficiency in relevant software tools and technologies, such as Microsoft Office Suite