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. #J-18808-Ljbffr CFS