Operations Associate

Phillips Financial is seeking a highly detail-oriented and tech-savvy Operations Associate to support our Operations and Portfolio Management teams. This is a hybrid role designed to strengthen our internal systems, streamline daily workflows, and provide operational continuity across the firm.

This position will work primarily alongside our Operations Manager (approximately 80% of responsibilities) and secondarily support our Investment Operations Lead (approximately 20%). The ideal candidate enjoys solving problems, working behind the scenes, improving systems, and taking ownership of structured, detail-driven work.

This role is ideal for someone early in their career who is analytical, dependable, and eager to grow in financial services operations and technology.

• Provide internal technology and system support
• Assist with Salesforce / Practifi data management and reporting
• Support new account setup and portfolio operations functions
• Serve as backup coverage for critical operational tasks
• Help build and maintain internal processes and automation
• Step in as flexible operational support during team absences

• Assist with Salesforce / Practifi data management
  • Data cleanup and maintenance
  • Building and updating reports
  • Supporting basic process buildouts
• Provide internal technology troubleshooting and support
• Support workflow automation tools (Zapier, Jump, etc.)
• Assist with document management systems (Box / Net Docs)
• Serve as liaison support for IT-related items with our managed service provider
• Assist with employee onboarding and offboarding tasks (technology setup, access provisioning, documentation updates)
• Maintain data integrity and consistency across firm systems
• Identify inefficiencies and proactively suggest process improvements

Our Portfolio Management team will provide training on:

• New account setup

If bandwidth permits, this role may:

• Assist with process documentation
• Help standardize operational workflows

This is not a front-facing client relationship role. The ideal candidate thrives in structured, analytical, behind-the-scenes work.

• Strong technical aptitude and comfort learning new systems
• Naturally detail-oriented and process-driven
• Strong problem-solving skills
• Self-starter who proactively asks, “Where can I help?”
• Comfortable operating independently once trained
• Organized and methodical
• Takes ownership of repetitive tasks and looks for ways to improve them
• Calm and steady under pressure
• High accountability and follow-through

• Compensation will be based on the experience level and skills of the candidate and includes salary and a bonus based on both individual and firm performance.
• Generous benefit package that includes health, disability, and life insurance, 401(k) contribution, HSA contribution, 15 days of PTO, and 14 paid holidays.

• Bachelor’s degree in Business, Finance, Information Systems, or related field
• Experience with Salesforce (strongly preferred)
• Interest in financial services operations
• Entry-level candidates with strong technical aptitude are encouraged to apply