Operations Coordinator

Job Description Job Description Operations Coordinator Location: Mine Hill, NJ Job Type: Full-Time | In-Office Salary: $80,000 to $100,000 About the Role We are seeking a detail-oriented and organized Operations Coordinator to support the day-to-day operations of our investment advisory practice. The ideal candidate will have experience in the financial services industry, strong organizational skills, and the ability to manage multiple priorities while maintaining accuracy and professionalism. This position will work closely with advisors and the broader team to help ensure efficient operations and a high-quality client experience. Responsibilities Coordinate and support day-to-day operational activities Assist advisors and team members with administrative and operational needs Maintain accurate client and firm records Organize and manage documents, information, and workflow Assist with client onboarding and account-related processes Coordinate communication and follow-up with clients and internal team members Help ensure operational tasks are completed accurately and on schedule Identify opportunities to improve internal processes and efficiency Manage multiple priorities while maintaining strong attention to detail Provide general administrative support to the financial planning team Qualifications Bachelor's degree required Minimum 1 year of experience in the financial services/financial industry Strong organizational and time-management skills Excellent attention to detail and accuracy Strong written and verbal communication skills Ability to manage multiple tasks and deadlines Professional and client-service oriented Strong computer and technology skills Ability to work independently while also collaborating with a team Strong work ethic, accountability, and willingness to learn Compensation & Benefits Competitive salary Performance Bonus 401(k) Profit Sharing Medical Insurance Dental Insurance Vision Insurance Life Insurance Paid Time Off (PTO) Why Join Us? Join an established financial planning practice Work closely with experienced financial professionals Play an important role in the firm's daily operations and client experience Opportunity for professional growth and advancement Collaborative, professional work environment Schedule: Full-Time, Monday–Friday Work Location: Mine Hill, New Jersey Work Arrangement: 100% In-Office