Operations Associate

Overall Function

Our team is looking for an ambitious individual who thrives in a fast-paced, team-focused work environment to join us as an Operations Associate. This role serves as a primary link between our internal departments, corporate home office, and the clients we serve. Successful completion of tasks and responsibilities in this role enables the team to focus their energy and efforts on revenue-generating activities, while fostering and developing impactful, enduring client relationships.

Specific responsibilities may include but are not limited to:

• Edit, input, and distribute client meeting notes
• Provide business operations & administrative support
• Process address changes in CRM, CSS, and NetX
  360
• Coordinate client gifts and tickets
  • Track gifts and tickets
  • Maintain Gift Log
• Manage holiday card distribution
• Track licensing and manage renewals and cancellations
• Support client website needs, including
  • Client registration
  • eDelivery setup
  • Account sharing between family members
• Assist with client events
  • (Example: Sever’s Festival – send invitations and track attendees)
• Webinars
  • Send email invitations to quarterly webinars

• Confirm client meetings
• Schedule client reviews
• Setup Zoom links and send calendar invitations
• Maintain calendars for multiple advisors

• High sense of urgency with strong attention to detail
• Exceptional organizational skills with the ability to follow through and execute in a timely manner
• Strong problem identification, analytical and resolution skills
• Self-motivated with a high level of initiative and autonomy
• Team-oriented mindset with a collaborative attitude

• Experience in administrative support or customer service; financial services experience preferred
• Excellent verbal and written communication skills
• Ability to work independently with minimal supervision
• Proficiency with Microsoft applications and accurate data entry
• Ability to complete tasks within expected time frames
• Strong organizational and time-management skills
• High level of accuracy with attention to detail
• Proactive mindset with the ability to anticipate needs
• Commitment to delivering an exceptional client experience

• Salary starting at $65,000
• Health insurance
• Dental insurance
• Group Long-term disability income plan
• Group Life Insurance
• 401(k) with match (after 6 months of employment)
• Paid holidays and paid personal time off