Sales Operations Support Specialist

A real operations seat. Not “admin forever.” If you’re the kind of person who builds order, tightens systems, and makes sure nothing falls through the cracks—and you want a clear path into Operations leadership—this role was designed for you.

Perpetual Wealth Financial is an independent wealth planning firm helping business owners, professionals, and independent women navigate complex financial, tax, and legacy decisions with clarity and confidence. We’re intentionally building the operational infrastructure to scale—this hire is a foundational part of that build.

You’ll start by owning coordination, follow-through, and workflow hygiene. Over time, you’ll earn more responsibility, improve systems, remove bottlenecks, and become the operational right-hand that helps the firm run predictably and grow.

• Salary: $40,000–$50,000 (based on experience) + performance bonus
• Growth Path:
  Operations Support → Operations Manager → Director of Operations (Integrator track)

• Coordinate client onboarding workflows and service follow-ups
• Maintain CRM accuracy, task lists, and internal tracking
• Track deadlines, paperwork, and deliverables across vendors/partners
• Serve as the in-office coordination point between back-office partners and advisors
• Help document and improve standard operating procedures (SOPs)
• Keep digital + physical files organized and audit-ready
• Support calendar flow, meeting logistics, and operational follow-through

• Own operational process design and continuous improvement
• Reduce founder bottlenecks and “fire drills” with better systems
• Help manage vendors and support partners
• Track operational metrics and service standards
• Lead process improvements and (as the firm grows) help supervise future support staff

• Organized, detail-driven, and naturally accountable
• You spot gaps before they become problems
• You communicate clearly and professionally
• You enjoy improving systems—not just doing tasks
• You want increasing responsibility and leadership over time

• 2–5+ years in office operations, coordination, or administrative support (operations-heavy)
• Comfort with CRMs and task/workflow management tools
• Strong follow-up, documentation, and prioritization skills
• Proficiency with Microsoft Office and/or Google Workspace
• Professional written and verbal communication
• Financial services, insurance, legal, or accounting office experience
• Experience supporting a founder/entrepreneur
• Familiarity with SOP documentation or process improvement

If you want a real seat in building a firm—and a clear runway into Operations leadership—lets talk!