Wealth Ops Coordinator: Process Automation & Growth
Job in
Saint Augustine, St. Johns County, Florida, 32095, USA
Listed on 2026-08-09
Listing for:
CMC Recruiting
Full Time
position Listed on 2026-08-09
Job specializations:
-
Business
Office Administrator/ Coordinator, Operations Management
Job Description & How to Apply Below
CMC Recruiting is representing a wealth management client in Saint Augustine/Jacksonville, FL, seeking an Operations Coordinator to optimize workflows, document SOPs, and support technology initiatives. The role emphasizes improving efficiency, scalability, and client experience through cross-functional collaboration.
Ideal candidates bring 3+ years in operations or financial services, strong project management, and CRM experience with Redtail, Right Capital, or Docu Sign.
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