Operations Associate

Job Description

Job Description

Operations Associate

In-Office | Full-Time

Salary Range : $60,000–$85,000 annually

As the Operations Associate, you will serve as the operational backbone of the organization, supporting daily business functions and ensuring efficient, high-quality execution across the firm. You will play a critical role in managing day-to-day operations, refining internal processes, and providing strategic administrative support to leadership, all while helping maintain a polished, high-performing professional environment. This role is ideal for a highly organized, proactive professional with 5–7 years of experience in operations, administration, or professional services who is motivated to grow into an Operations Manager position within approximately one year based on performance.

What You’ll Do

Oversee daily office operations to ensure a professional, efficient, and well-organized workplace

Establish, maintain, and continuously improve workflows, procedures, and internal

processes

Manage vendors, building services, office supplies, and operational budgets

Lead administrative systems including mail handling, document management, and

records retention

Coordinate onboarding logistics, system access, and workspace setup for new hires

Support compliance-related processes, documentation, and secure data handling

Serve as a central point of coordination across leadership, advisors, and client service teams

Prepare internal reports, operational updates, and meeting materials for leadership

Oversee calendars, scheduling, and internal communications

Ensure consistent, high-quality client service operations and follow-through

Support firm marketing initiatives, communications, and brand consistency

Act as a culture carrier, modeling professionalism, discretion, and accountability

What You’ll Need to Succeed :

Bachelor’s degree preferred

5–7 years of experience in operations, office management, or administrative leadership

Experience in professional services (financial services, legal, consulting, or similar preferred)

Strong leadership experience with the ability to anticipate needs and solve problems proactively

Exceptional organizational, communication, and time-management skills

High level of discretion and comfort handling confidential information

Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM systems

Ability to manage multiple priorities in a fast-paced, in-office environment

What This Company Offers you

​Growth and promotion path to Operations Manager

Work closely with leadership in a collaborative, professional environment

​​​Comprehensive health, dental, and vision coverage

Short Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance

401(k) retirement plan with employer matching

Vacation

Sick Leave

11 paid Holidays

Employee Assistance Program

Professional development opportunities, including tuition reimbursement and training programs.

Please note that these are just some potential examples and the specific benefits and perks offered may vary based on the position and location.

Compensation :

Salary range between $60,000–$85,000 annually

Please note : We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not working with agencies or third-party recruiters at this time. Thank you for your understanding.

The Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, the Company complies with applicable state and local laws governing nondiscrimination in employment at its location.

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