Operations Associate

Company Description COLONIAL RIVER WEALTH MANAGEMENT LLC is a wealth management firm with offices in Midlothian, Newport News, and Williamsburg, Virginia. The firm serves a diverse client base with personalized financial guidance and long-term planning strategies. Team members collaborate across locations to deliver consistent, high-quality service and support. The organization values professionalism, integrity, and client-focused solutions, creating an environment where employees can grow their skills and build meaningful careers.

Role Description The Operations Associate is a full-time, on-site role based in Newport News, VA. This role supports the daily operational functions of the firm, including processing client documentation, maintaining accurate records, and coordinating account-related activities. The Operations Associate will handle incoming client inquiries, collaborate with advisors and team members to ensure smooth workflows, and assist with scheduling and administrative tasks. Responsibilities also include monitoring operational processes, identifying opportunities for efficiency, and ensuring compliance with company policies and industry standards.

Qualifications

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• Candidates should possess strong Operations skills, including process management, documentation handling, and attention to detail.
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• Candidates should possess excellent Interpersonal Skills and Customer Service abilities to build positive client and team relationships.
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• Candidates should possess solid Analytical Skills to review information, identify discrepancies, and support data-driven decisions.
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• Candidates should possess clear and professional Communication skills, both written and verbal, for client and internal correspondence.
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• Relevant experience in financial services, wealth management, or a similar professional environment is beneficial.
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• Strong organizational skills, reliability, and the ability to manage multiple tasks in a fast-paced setting are preferred.
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• Proficiency with office software and basic financial or CRM systems is an advantage.
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• A bachelor’s degree in business, finance, or a related field.
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