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 budgetsLead administrative systems including mail handling, document management, andrecords retention
Coordinate onboarding logistics, system access, and workspace setup for new hiresSupport compliance-related processes, documentation, and secure data handlingServe as a central point of coordination across leadership, advisors, and client service teamsPrepare internal reports, operational updates, and meeting materials for leadershipOversee calendars, scheduling, and internal communicationsEnsure consistent, high-quality client service operations and follow-throughSupport firm marketing initiatives, communications, and brand consistencyAct as a culture carrier, modeling professionalism, discretion, and accountabilityWhat You'll Need to Succeed :
Bachelor's degree preferred5-7 years of experience in operations, office management, or administrative leadershipExperience in professional services (financial services, legal, consulting, or similar preferred)Strong leadership experience with the ability to anticipate needs and solve problems proactivelyExceptional organizational, communication, and time-management skillsHigh level of discretion and comfort handling confidential informationProficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM systemsAbility to manage multiple priorities in a fast-paced, in-office environmentWhat This Company Offers you
Growth and promotion path to Operations ManagerWork closely with leadership in a collaborative, professional environmentComprehensive health, dental, and vision coverageShort Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance401(k) retirement plan with employer matchingVacationSick Leave11 paid HolidaysEmployee Assistance ProgramProfessional 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.