Nardis Advisors Ops Associate

Nardis Advisors LLC; Northern (KY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance stipend

Permanently remote

Equipment provided

Job summary

Nardis Advisors LLC in NY seeks a Permanently Remote Operations Associate who takes ownership, drives execution, and ensures tasks and people move forward.

This hands-on role focuses on operations, process, and getting things done. You’ll work with leadership to translate priorities into action, build structure, and prevent bottlenecks in a fully remote environment across Eastern and Central time zones.

Salary ranges from $70K to $90K plus benefits, with equipment provided for a home office.

Qualifications

• 2 years of financial services experience.
• Organized, detail-oriented, and highly accountable.
• Strong problem-solving and proactive, results-driven mindset.
• Experience with CRM, workflow design, document management, video conferencing, and MS Office.

Responsibilities

• Own day-to-day operational workflows and execution.
• Oversee client onboarding and key service processes.
• Manage CRM systems, tasks, and follow-through across all touchpoints.
• Lead workflow management, tracking priorities and accountability.
• Facilitate weekly team meetings with clear next steps.
• Improve processes and systems for efficiency and scale.
• Manage projects end-to-end with a focus on completion.
• Proactively solve problems and remove bottlenecks.
• Support leadership in executing firm-wide initiatives.

Skills

CRM systems

Workflow design

Document management

Video conferencing

MS Office

Priority & project management

Clear communication

Leadership potential

Tools

CRM software

MS Office

Job description

Nardis Advisors is a growing, independent financial advisory firm based in NY seeking a Permanently Remote Operations Associate who takes ownership, drives execution, and ensures that both tasks - and people - move forward.

This is a hands-on role at the center of the firm. You'll work directly with leadership to translate priorities into action, build structure, and make sure nothing falls through the cracks. While there is some client interaction, the core focus is operations, process, and getting things done. If you're someone who brings structure, drives execution, and wants to grow with a firm where your impact is visible quickly, we'd love to hear from you!

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.

Salary & Benefits:

• The starting salary range for this position will be $70K-$90K with opportunity for growth
• Health insurance stipend
• Permanently remote
• Equipment provided

Responsibilities:

• Own day-to-day operational workflows and execution
• Oversee client onboarding and key service processes
• Manage CRM systems, tasks, and follow-through across all touchpoints
• Lead workflow management, tracking priorities and accountability
• Facilitate weekly team meetings with clear next steps
• Improve processes and systems for efficiency and scale
• Manage projects end-to-end with a focus on completion
• Proactively solve problems and remove bottlenecks
• Support leadership in executing firm-wide initiatives

Requirements:

• 2 years financial services experience
• A doer who drives outcomes and follows through relentlessly
• Organized, detail-oriented, and highly accountable
• Intermediate knowledge of CRM, workflow design, doc management, video conferencing, MS products
• Comfortable managing priorities, projects, and people
• Clear, direct communicator who closes loops
• Proactive, practical problem-solver
• Motivated to grow into a broader operations leadership role

Position overview:
We are seeking a self-motivated and team-oriented individual to join our growing wealth management practice. The Business Development Advisor will play a key role in expanding our client base, developing new client and firm relationships, deepening existing relationships, and delivering exceptional financial guidance. As a lead advisor, you will focus primarily on identifying potential prospective clients, effectively conveying the firm’s value proposition and investment philosophy, win and onboard new clients and serve as a strategic partner in helping clients define and achieve their financial goals. This includes comprehensive financial planning, tax-efficient investment advisory services, and risk management strategies tailored to each client’s unique needs. The ideal candidate is a proactive communicator with strong interpersonal skills, a passion for client service, and a talent for identifying growth opportunities. They will also mentor and collaborate with associate advisors, contributing to the development of our advisory team and the overall success of the firm.