OPERATIONS ASSOCIATE

Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. They are seeking a detail-oriented Operations Associate to support the administrative engine of their wealth management practice by creating seamless client onboarding experiences and maintaining compliance and data integrity.

Responsibilities

• Drive Client Onboarding & Account Execution
• Properly establish new client financial accounts by preparing and submitting all required documentation
• Review paperwork for absolute completeness and accuracy to ensure a seamless onboarding experience
• Prepare essential forms and materials for client meetings, ensuring advisors have real-time, accurate data
• Submit and track all required account documentation, actively following through to successful completion
• Maintain Compliance & Data Integrity
• Create and maintain new customer files that are highly organized and fully compliant with industry regulations
• Prepare required ongoing operational forms related to the maintenance of existing client accounts
• Leverage internal systems to maintain secure, consistent, and high-quality documentation controls across all workflows
• Deliver Service Excellence
• Resolve internal and external customer inquiries with clarity, speed, and professionalism
• Maintain strict team standards as set out in our Service Level Agreement (SLA) timing and performance commitments
• Provide top-tier customer service to all internal team members and external client contacts

Skills

• Associate's degree in a related field, or equivalent professional experience
• Exceptional organizational and time management skills; the ability to identify, prioritize, and follow through with team tasks and client needs
• Strong attention to detail with the proven ability to work efficiently and accurately under strict deadlines
• A proactive problem solver and reliable team player with professional oral and written communication skills
• Ability to sit or stand for extended periods in an office environment
• Work on a computer for long durations
• Occasionally lift up to 15 pounds

Benefits

• Comprehensive medical, dental, and vision options
• Company-paid disability and life insurance
• PTO
• Paid holidays
• Volunteer time off
• Paid parental leave
• 401(k) plan
• Robust Employee Assistance Program for professional support
• Hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs

Company Overview