Operations Associate

Primary Financial Advisors; Amesbury (MA); On-site; USD 45,000 - 65,000; Full time

Job summary

Primary Financial Advisors in Amesbury, MA, is seeking an experienced Operations Associate to be a central part of our client-focused team. You will support Advisors and keep our office running smoothly, ensuring accurate data entry and high-touch service.

The role is full-time onsite, offers growth, and requires 3–5 years in a professional services environment, proficiency with Excel, CRM systems, and financial planning tools.

Qualifications

• Associates or Bachelor's degree required.
• Minimum of 3–5 years in a professional services environment.
• Proficiency in Microsoft Office Suite, especially Excel.
• Experience with CRM systems, financial planning software, and bookkeeping platforms (Intuit QuickBooks) is a plus.
• Familiarity with custodial platforms (Raymond James, Edward Jones, Charles Schwab, Merrill Lynch, Fidelity) a strong plus.
• SIE, Series 7, 63, or 65 license (or in progress) would be an extra bonus.

Responsibilities

• Serve as the primary administrative contact for new client intake and data entry through to completion.
• Communicate with clients promptly via phone and email to address questions and requests; process forms and paperwork.
• Prepare meeting materials and update CRM with follow-ups after meetings.
• Maintain client records and prepare reports to monitor activity and growth.
• Manage Advisor calendars, triage calls, and monitor website inquiries.

Skills

Precision-minded

Composed under pressure

Independent after ramp-up

Observant

Organized & self-driven

Optimizer

Numbers person

Trustworthy & discreet

Education

Associates degree

Bachelor's degree

Tools

CRM systems

Financial planning software

Excel

QuickBooks

Job description

Primary Financial Advisors is a growing financial advisory practice in Amesbury, MA, serving executives, families, business owners, and retirees across the U.S. We help clients plan intelligently, optimize their wealth, and get the most out of life. Exceptional client service is at the heart of everything we do.

Scope and Function:

We're looking for an experienced, warm, detail-oriented, and self-driven Operations Associate to be a central part of our team. This is a great fit for someone who takes pride in getting things right the first time. The ideal candidate has three to five years working in a high-touch professional services environment where precision and client service matter.

You'll support our Advisors and deliver outstanding client service, while keeping our office running smoothly. This role has opportunity for growth over time. That said, we encourage employees to fully commit to excellence in their current responsibilities as the foundation for what comes next.

This role is full-time and on-site in our client-facing office in Amesbury, Massachusetts.

What You'll Do:

New Client Onboarding

• Serve as the primary administrative contact for new client intake
• Enter data and compile account-opening paperwork carefully and completely, owning each task through to completion

High-Touch Client Service

• Communicate with clients promptly, clearly, and reliably via phone and email to address questions and requests
• Process forms and paperwork (transfers, deposits, beneficiary updates, estate documents, etc.)
• Prepare meeting materials including gathering data, agendas, talking points, and financial summaries. Post-meeting, update our CRM and own any follow-ups.
• Maintain and update client records in our CRM system and prepare reports to monitor account activity, touchpoints, business growth, and more
• Anticipate client needs and be prepared to offer support and follow up on all interactions

Office & Operations

• Own and update an ongoing list of general tasks and client requests, using our CRM, and track these through to completion. Inform the Advisor and team of progress regularly.
• Think logically to notice what's coming next (necessary follow-up, a missing document or field, an upcoming deadline) and act on it before being asked
• Use strategic thinking to offer solutions to everyday challenges to improve our efficiency and help grow our business
• Manage Advisor calendars especially meeting scheduling. Handle mail, triage calls, and monitor website inquiries.
• Assist with data entry in eMoney, Holistiplan, MoneyGuidePro, and similar platforms to build financial plans and strategies
• Support local networking efforts and client event planning
• Take advantage of online resources and continuing education opportunities. Complete all required compliance and continuing education credits on time.
• Comply with regulatory standards

Who We’re Looking for:

When you speak with us, please share examples of how you’re:

• Precision-minded: you review your own work before it goes out, and mistakes are rare because you usually catch them first
• Composed under pressure: when a client calls with a problem or a mistake happens, you respond with ownership, clarity, and confidence
• Independent after ramp-up: once trained, you can sense what comes next without being told
• Observant: you notice inconsistencies or gaps that others miss, before they become bigger problems
• Warm and respectful communicator: you're great at establishing professional rapport and express yourself clearly and genuinely via email and over the phone
• Organized & self-driven: teams can rely on you to document, prioritize, and follow through while managing multiple things at once
• Optimizer: you love to design and implement new processes to leave things better than you found them
• Numbers person: you have an aptitude for numbers and data
• Trustworthy & discreet: you handle any and all sensitive financial and personal data with integrity and honesty

Qualifications

• Associates or Bachelor's degree required
• Minimum of 3-5 years in a professional services environment required — financial advisory, banking, accounting, or similar preferred
• Proficiency in Microsoft Office Suite, especially Excel
• Experience with CRM systems, financial planning software, and bookkeeping platforms (Intuit QuickBooks) is a plus
• Familiarity with custodial platforms (such as Raymond James, Edward Jones, Charles Schwab, Merrill Lynch, Fidelity) a strong plus
• SIE, series 7, 63, or 65 license (or in progress) would be an extra bonus

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Primary Financial Advisors. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Primary Financial Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Primary Financial Advisors 110 Haverhill Road, Suite 236 Amesbury, MA 01913 978-451-6922