Operations Associate

Nichols College; Dudley; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking an Operations Associate to enhance operational efficiency and compliance. This full-time role involves working closely with the VP of Operations, managing CRM systems, and supporting client services. The ideal candidate will thrive in a fast-paced environment, showcasing strong problem-solving skills and attention to detail. With growth potential and a collaborative team atmosphere, this position offers a competitive compensation package tailored to your experience. Join a mission-driven firm where your contributions will make a significant impact!

Benefits

Flexible role based on experience

Growth potential in wealth management

Collaborative team environment

Competitive compensation package

Qualifications

• Bachelor's degree in business, finance, or related field preferred.
• Strong attention to detail and ability to manage multiple tasks effectively.

Responsibilities

• Assist with client onboarding and billing/invoicing.
• Manage technology platforms and coordinate with IT vendors.
• Support document management and streamline operational procedures.

Skills

Detail-oriented

Problem-solving

Excellent written communication

Excellent verbal communication

Ability to manage multiple tasks

Fast learner

Confidential information handling

Education

Bachelor’s degree in business

Bachelor’s degree in finance

Tools

CRM systems

Online scheduler

Phone system

Job description

and the job listing Expires on June 1, 2025

Full-Time Job, Internship Accounting, Data Analytics, Economics & Finance

Position Overview
We are hiring for an Operations Associate to join our growing team. This position works directly with the VP of Operations to support firm operational efficiency, compliance, and technology. The ideal candidate is detail-oriented, proactive, and a problem solver.

Key Responsibilities

Operations & Compliance
• Assist with client onboarding and billing/invoicing
• Maintain CRM systems and operational workflows to improve efficiency
• Ensure compliance with industry regulations by managing documentation and auditing records

Technology & Vendor Management
• Manage technology platforms (e.g., CRM, phone system, online scheduler)
• Coordinate with IT vendors to ensure smooth technology operations
• Assist in evaluating new tools to enhance operational efficiency

Client Services Support
• Assist advisors with operational needs to enhance client service
• Support document management, reporting, and internal process improvements
• Help streamline and document operational procedures for efficiency
• Back up our front-office with client service support

Qualifications & Skills
• Bachelor’s degree in business, finance, or a related field preferred.
• Strong attention to detail and ability to manage multiple tasks effectively
• Fast learner with new systems
• Excellent written and verbal communication skills
• Ability to work in a fast-paced environment
• Handles confidential and highly sensitive information with ultimate discretion

Why Join Us?
• Flexible Role: We will shape responsibilities based on your experience and career goals.
• Growth Potential: Exposure to multiple facets of wealth management operations.
• Collaborative Team: Work with a professional, supportive, and mission-driven firm.
• Competitive Compensation: Salary based on experience, plus benefits package.

This is a full-time position in our office, Monday through Friday, 9am – 5pm. Responsibilities and compensation will vary based on experience in the role.

To Apply: Submit your resume and cover letter outlining your experience and interest in the role directly on our website.