Operations Associate
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.