Operations Associate

We are looking for an Operations Associate to join our team and support our organization by managing the day-to-day tasks and administrative needs of our business operations. As an Operations Associate, you will be responsible for completing various administrative tasks and enforcing the organization's policies and standards.

Requirements

• Proven work experience as an Operations Associate, Operations Specialist, or similar role.
• Excellent communication and listening skills, with the ability to work effectively with team members and stakeholders.
• Ability to work under pressure, managing multiple tasks and priorities.
• Strong computer proficiency, including experience with Microsoft Office Suite, broker-dealer custodial account software, and CRM systems.
• Knowledge of investment account setup and management is preferred.
• Relevant education and/or certifications in the Financial Services field is preferred.

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.