Operations Specialist

Job Description

Insight Global is seeking an Operations Specialist to join one of our financial client's teams.

This role is ideal for an early-career professional seeking hands‑on experience and a clear path for growth within a financial services firm. The position supports both internal operations and client‑facing activities, working closely with advisors, clients, and external partners to ensure organized workflows and strong service delivery. The ideal candidate is detail‑oriented, dependable, and professional, with strong communication skills and the ability to manage multiple priorities while maintaining confidentiality.

While prior experience is helpful, the firm provides full training and offers potential exposure to marketing and branding initiatives as the role evolves.

• Work Closely With Advisors

  Directly involved with advisory team through preparation, client development, and other priorities that keep service effective

• Communicate With Clients, Back-Office Staff, and Professional Contacts

  Serve as a reliable point of contact for clients, vendors, compliance, and other outside professionals to coordinate important information and support operations

• Handle Internal Systems and Administration

  Track and assist with internal processes that support clients, accounts, and other operational areas, including key requests, internal records & reports, and firm projects, to ensure the vital linkage of priorities with back‑office teams

• Protect Confidential Information

  Handle private client and firm information with care, discretion, and sound judgment

• Carry Out an Approved Firm Marketing Strategy

Create, style, and manage approved public‑facing materials through social media, website, events, branded materials, and other projects that support the firm’s visibility. Due to industry rules, regulations, laws, and firm procedures, marketing work must follow the firm’s review and compliance process. Training will be provided on how this process works

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to  learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Strong communication skills

Comfort working with clients and professionals

Dependability

Strong organization

Attention to detail

Professional judgment

Follow-through

Total discretion with confidential information

Computer skills, including Microsoft Office and Adobe

Willingness to learn financial services platforms and office procedures

Ability to manage several priorities without losing track of details

Professional appearance and demeanor

Interest in marketing, branding, and business growth Any education or experience in financial services, administration, client service, sales, banking, real estate, insurance, legal work, or another professional industry setting is helpful but not required. A motivated individual can effectively learn this business from our client's team.