Operations Associate | Wealth Management | RIA

Operations Associate

Execute with Excellence. Build Better Systems. Improve Continuously.

Socha Capital is a high-growth, multi-family office advisory firm serving entrepreneurs, business owners, and ultra-high-net-worth families. We believe exceptional client experiences are built on exceptional operations. As we continue to scale, we're investing in the people, systems, and processes that power our firm's growth.

We’re hiring an Operations Associate with financial services experience who is dependable, detail-oriented, and takes real pride in supporting a team well. Experience at a registered investment adviser (RIA), wealth management firm, or multi-family office is strongly preferred.

Working directly with the Operations Manager, you’ll help keep recurring operations running smoothly, contribute to process improvements, and support projects through completion. We’re looking for someone interested in building a long-term career with Socha Capital who enjoys hands-on execution and becoming a trusted, knowledgeable resource within the firm.

This role extends beyond traditional administrative support. Working directly with the Operations Manager, you’ll support the systems, processes, data, technology, and operational infrastructure that keep the firm running effectively, while contributing to meaningful projects, building broad business operations experience, and taking on increasing responsibility as you grow in the role.

• Prepare and maintain recurring operational reporting, dashboards, Excel-based tools, business metrics, and data across firm systems.
• Help build, document, test, and improve business systems, workflows, automations, and standard operating procedures.
• Support cross-functional projects by maintaining timelines, tracking action items and dependencies, following up on deliverables, and helping initiatives move from planning through completion.
• Execute recurring operational processes accurately, consistently, and on schedule, escalating issues when appropriate.
• Assist with employee onboarding and offboarding, including technology access, equipment, documentation, systems setup, and operational checklists.
• Support vendor relationships, software renewals, operational contracts, and technology inventory.
• Serve as the first point of contact for routine technology support, coordinating with our managed IT provider on escalated issues.
• Leverage technology and AI to reduce manual work, improve reporting, and increase operational efficiency.
• Identify inefficiencies, recurring issues, and opportunities to improve existing processes, and work with the Operations Manager to develop and implement solutions.

• 2+ years of experience in operations, business operations, project coordination, business systems, or a related role.
• Strong Excel skills, including formulas, pivot tables, lookups, data organization, and analysis.
• Experience with CRM and project management systems;
  Redtail and Asana experience are a plus.
• Strong technology aptitude and comfort learning new software and troubleshooting routine software, hardware, access, and user-account issues.
• Experience using AI tools to improve productivity, reporting, workflows, or operational processes.
• Strong attention to detail, organization, follow-through, and problem-solving skills.
• Exceptional work ethic and reliability. You hold yourself to a high standard, follow through on every commitment, and make the people you support more effective.
• Resourceful and comfortable researching unfamiliar problems, asking thoughtful questions, and working toward solutions.
• Ability to manage recurring responsibilities alongside project-based work and shifting priorities.
• Strong communication skills and judgment about…