Remote Administrative & Operations Partner

LOCATION: Hybrid (Park City or Salt Lake City, UT)

COMPENSATION: $60,000 – $70,000 base salary + discretionary bonus + benefits

Our client is an Independent financial advisor based in Park City, UT and is seeking a highly organized, proactive Administrative Assistant to serve as a true right-hand partner. This individual will play a critical role in supporting day-to-day operations, client service, and business organization as the firm enters its next phase of growth.

The advisor has built a successful, relationship-driven practice and is looking for someone who complements his strengths, bringing structure, follow-through, and operational excellence. This is an opportunity to step into a highly impactful role where you will help streamline processes, and create capacity for future growth. This role is fully remote and ideal for someone who thrives in a role with clear ownership of operations and processes.

• Serve as the primary administrative and operational support to the advisor
• Manage calendar, scheduling, and meeting coordination with clients and prospects
• Prepare for client meetings (agendas, materials, follow-ups, task tracking)
• Handle client service needs including account maintenance, paperwork, and general inquiries
• Coordinate and track workflows to ensure tasks are completed accurately and on time
• Assist with seminar and marketing logistics (mailers, event coordination, follow-up tracking)
• Organize and maintain CRM and client data; ensure clean, consistent records
• Identify inefficiencies and implement improved systems and processes
• Support general business operations and act as a “catch-all” for day-to-day needs
• Provide light sales support by helping manage outreach follow-ups and client touchpoint

• 3–8+ years of administrative, operations, or client service experience (financial services a plus, not required)
• Highly organized with strong attention to detail and follow-through
• Ability to take initiative and work independently in a remote environment
• Strong communication skills; professional and client‑friendly demeanor
• Tech‑savvy and comfortable learning new systems (CRM, scheduling tools, basic financial platforms)
• Process‑oriented mindset with a desire to build and improve workflows
• Able to balance multiple priorities and comfortable holding the advisor accountable to commitments, timelines and follow-through
• Finds genuine satisfaction in closing loops, maintaining clean systems, and bringing order to ambiguity