Operations Assistant
Position Overview We are seeking a detail-oriented and client-focused professional to support a financial advisor in delivering exceptional service and maintaining efficient day-to-day operations. This role plays a critical part in ensuring a seamless client experience while handling a variety of administrative and operational responsibilities.
Key Responsibilities
- Serve as the primary point of contact for client inquiries via phone and email, providing prompt and professional responses
- Manage the advisor’s calendar, including scheduling client meetings, coordinating logistics, and handling follow-ups
- Prepare meeting materials, reports, and client documentation to support advisor-client interactions
- Assist with account-related processes, including account opening, transfers, and paperwork completion
- Maintain accurate and up-to-date client records within CRM systems
- Track, prioritize, and follow up on outstanding tasks and client requests to ensure timely completion
- Support compliance efforts by maintaining proper documentation and adhering to recordkeeping standards
- Assist with client onboarding and contribute to overall office operations as needed
Qualifications and Skills Preferred
- Prior customer service or administrative experience in a business environment
- Strong administrative skillset, organized and comfortable with client communication and interaction
- Associate’s degree preferred, but not required
- Microsoft Office Skills - Outlook, Excel, PowerPoint, Teams, OneNote
- Familiarity with CRM software or client database management
Compensation & Benefits
- Office location will be Center Valley, PA
- Opportunities for professional development
- Benefits include Health, Dental, Vision, 401(k) with match, PTO + holidays
- Supportive, collaborative, positive and growth-oriented work environment