Client Operations & Workflow Excellence Leader (4-Day Week)

Lifetime Advisors Group; North Kingstown (RI); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

SIMPLE IRA with company match

4‑day work weeks

Performance bonuses

Growth opportunities

Job summary

Lifetime Advisors Group, a holistic financial planning firm in Rhode Island, is seeking an organized, dependable operations leader to streamline client workflows and office systems. You will oversee Redtail CRM, coordinate client communications, and track paperwork, ensuring timely updates and professional service.

Ideal candidates bring strong organization, calm problem-solving, and a collaborative mindset to support leadership in building consistent processes and superior client care.

Qualifications

• Strong organizational and communication skills required.
• Professional and emotionally mature demeanor.
• Calm, solution-oriented under pressure with strong follow-through.
• Ability to manage multiple responsibilities and deadlines.
• Team-oriented mindset with interest in improving systems.
• Experience in banking, healthcare administration, insurance operations, financial services, or office management preferred.

Responsibilities

• Manage and oversee client workflows through Redtail CRM.
• Coordinate client communication and service follow-up.
• Track investment, annuity, and operational paperwork through completion.
• Maintain accountability for timelines, outstanding items, and task management.
• Assist in building and improving office systems and procedures.
• Support leadership in creating consistency and operational structure.
• Help ensure clients feel informed, supported, and cared for throughout every interaction.

Skills

Organizational skills

Communication

Professionalism

Calm under pressure

Multitasking

Team-oriented

Tools

Redtail CRM

Job description

Lifetime Advisors Group, a holistic financial planning firm in Rhode Island, is seeking an organized, dependable operations leader to streamline client workflows and office systems. You will oversee Redtail CRM, coordinate client communications, and track paperwork, ensuring timely updates and professional service.

Ideal candidates bring strong organization, calm problem-solving, and a collaborative mindset to support leadership in building consistent processes and superior client care.