Senior Operations Associate; Fully Remote

• Serve as the first point of contact for internal operations and compliance support requests, ensuring accurate triage and timely resolution.
• Manage Hub Spot administration including workflow error auditing, email segmentation, and data updates.
• Coordinate client onboarding, billing setup, and document management for seamless operations.

Qualifications:

• Prior experience in financial services operations or back-office support, with strong attention to detail.
• Proficiency with CRMs and custodial platforms such as Hub Spot, Black Diamond, or Altruist.
• Ability to prioritize tasks under deadlines and maintain high quality in data processing.
• Competitive salary with performance-based bonuses and a 5% 401(k) match.
• Fully remote work with flexible scheduling and unlimited PTO.
• Comprehensive health, vision, dental, and life insurance, plus parental leave and wellness spending account.

Root Financial provides financial advisory services with a focus on operations and client support. The company is remote-first and committed to team development, offering a collaborative environment with competitive benefits and growth opportunities.