Operations Specialist - Grow into Client Ops Lead
Purpose1st Financial
Purpose1st Financial in Hilliard, OH is seeking an Operations Specialist to support the day-to-day workflow in a growing wealth advisory firm. This role focuses on organizing client files, scheduling, onboarding new clients, and handling back-office tasks to free founders for client work. The position begins as part-time with a clear path to a full-time offer after a three-month trial. Adaptability and strong communication are valued, with opportunities to grow into client relations or #J-18808-Ljbffr Purpose1st Financial
Vacancy posted 2 days ago
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