Adminastrative and operations associate

Insite US; Oradell (NJ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) retirement plan

Medical insurance

Vision insurance

Pension plan

Tuition assistance

Job summary

A fee-only wealth management firm in Oradell, NJ is seeking an Administrative and Operations Associate. This role involves significant administrative support, coordinating client meetings, and preparing reports. Ideal candidates have a Bachelor's degree and 2+ years of experience. The position offers growth potential and a competitive salary range of $50,000 - $70,000 annually.

Qualifications

• Minimum 2 years of relevant professional experience is required.
• Detail-oriented professional who thrives in a collaborative environment.
• Ability to conduct professional client communications via phone and email.

Responsibilities

• Provide comprehensive administrative assistance to partners.
• Coordinate and schedule client meetings.
• Prepare detailed reports for client meetings.

Skills

Exceptional organizational skills

Strong time management

Outstanding written communication

Self-motivated

Education

Bachelor's degree

Job description

Direct message the job poster from Insite US

Join our established fee-only wealth management and CPA firm as an Administrative and Operations Associate.

This position offers an exceptional opportunity to work alongside experienced Certified Public Accountants and wealth advisors while contributing to our clients' financial success. As a vital member of our growing team, you will play a key role in supporting our comprehensive financial services operations.

This full-time role is designed for a detail-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client service. The position offers significant growth potential and advancement opportunities for the right candidate.

Administrative Support

• Provide comprehensive administrative assistance to partners and the wealth advisory team
• Coordinate and schedule client meetings with precision and professionalism
• Conduct professional client communications via phone and email
• Prepare detailed reports and documentation for client meetings

Education and Experience

• Bachelor's degree required
• Minimum 2 years of relevant professional experience

Core Competencies

• Exceptional organizational skills with meticulous attention to detail
• Strong time management and task prioritization abilities
• Self-motivated with proven ability to work independently
• Outstanding written and verbal communication skills
• Professional appearance and demeanor suitable for client-facing interactions

Professional Attributes

• Genuine passion for working within a detailed, experienced team environment
• Commitment to understanding and supporting client needs and financial goals
• Adaptability to work with sophisticated financial software and databases

Professional Development Opportunities

• Opportunity to obtain Series 65 (NASAA Investment Advisers Law Examination)
• Growth-oriented position with clear advancement pathways
• Exposure to comprehensive wealth management and tax planning processes

Compensation and Benefits

• Salary Range: $50,000 - $70,000 annually (commensurate with experience)
• 401(k) retirement plan with potential profit-sharing contributions
• Competitive compensation based on industry standards and experience level

Application Requirements

Interested candidates must submit:

• Professional resume
• Salary requirements

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

Referrals increase your chances of interviewing at Insite US by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

Pension plan

401(k)

Tuition assistance

Get notified about new Operations Associate jobs in Oradell, NJ.

Operations Associate, Lower East Side, #880

Operations Associate, Upper East Side, #839

New York City Metropolitan Area 6 months ago

Operations Associate (Full-Time) - Flatiron

Operations Associate, Howard Beach, #541

New York, NY $91,440.00-$152,400.00 1 week ago

New York, NY $60,000.00-$65,000.00 5 days ago

New York City Metropolitan Area 1 week ago

Brooklyn, NY $120,000.00-$160,000.00 2 weeks ago

New York, NY $80,000.00-$95,000.00 30 minutes ago

New York, NY $118,000.00-$170,000.00 2 weeks ago

New York, NY $60,000.00-$65,000.00 1 month ago

New York City Metropolitan Area $17.00-$18.00 1 month ago

New York City Metropolitan Area $17.00-$19.00 2 months ago

New York, NY $85,000.00-$110,000.00 2 days ago

Manhattan, NY $60,000.00-$75,000.00 2 weeks ago

New York City Metropolitan Area 2 months ago

Operations Associate (Part-Time) - Rockefeller Center

Operations Associate (Part-Time) - Williamsburg

Strategy and Operations Associate, gTech Go-To-Market

New York, NY $96,000.00-$138,000.00 2 days ago

New York City Metropolitan Area $72,000.00-$84,000.00 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.