Operations

Job Description

You’ll work closely with our clients and advisors to ensure a seamless experience—whether coordinating appointments, onboarding new clients, maintaining account records, or supporting events and office functions. This role offers a strong foundation for those looking to grow a long-term career in financial services.

Serve as the first point of contact for client communications and inquiries

Coordinate client appointments and maintain advisor calendars

Assist with onboarding new clients and managing account service needs

Ensure documentation and client processes comply with financial regulatory requirements

Maintain accurate client records and files

Support the planning and execution of offsite client events and meetings

Perform general office duties including supplies management, mail handling, and administrative support

Collaborate with the team to improve office systems and client experience

Full-time