Operations Associate

Operations Associate

As the Operations Associate, you will serve as the operational backbone of the organization, supporting daily business functions and ensuring efficient, high-quality execution across the firm. You will play a critical role in managing day-to-day operations, refining internal processes, and providing strategic administrative support to leadership, all while helping maintain a polished, high-performing professional environment. This role is ideal for a highly organized, proactive professional with 57 years of experience in operations, administration, or professional services who is motivated to grow into an Operations Manager position within approximately one year based on performance.

What You'll Do

• Oversee daily office operations to ensure a professional, efficient, and well-organized workplace
• Establish, maintain, and continuously improve workflows, procedures, and internal processes
• Manage vendors, building services, office supplies, and operational budgets
• Lead administrative systems including mail handling, document management, and records retention
• Coordinate onboarding logistics, system access, and workspace setup for new hires
• Support compliance-related processes, documentation, and secure data handling
• Serve as a central point of coordination across leadership, advisors, and client service teams
• Prepare internal reports, operational updates, and meeting materials for leadership
• Oversee calendars, scheduling, and internal communications
• Ensure consistent, high-quality client service operations and follow-through
• Support firm marketing initiatives, communications, and brand consistency
• Act as a culture carrier, modeling professionalism, discretion, and accountability

What You'll Need to Succeed:

• Bachelor's degree preferred
• 57 years of experience in operations, office management, or administrative leadership
• Experience in professional services (financial services, legal, consulting, or similar preferred)
• Strong leadership experience with the ability to anticipate needs and solve problems proactively
• Exceptional organizational, communication, and time-management skills
• High level of discretion and comfort handling confidential information
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM systems
• Ability to manage multiple priorities in a fast-paced, in-office environment

What This Company Offers You

• Growth and promotion path to Operations Manager
• Work closely with leadership in a collaborative, professional environment
• Comprehensive health, dental, and vision coverage
• Short Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance
• 401(k) retirement plan with employer matching
• Vacation
• Sick Leave
• 11 paid Holidays
• Employee Assistance Program
• Professional development opportunities, including tuition reimbursement and training programs.

Compensation: Salary range between $60,000$85,000 annually

Please note: We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not working with agencies or third-party recruiters at this time. Thank you for your understanding. The Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, the Company complies with applicable state and local laws governing nondiscrimination in employment at its location.