Operations Associate

Fairlight Advisors; California (MO); Remote; USD 60,000 - 65,000; Full time

Job summary

Fairlight Advisors, a leading investment advisory firm focused on nonprofits, is seeking a motivated Operations Associate to enhance client support and administrative efficiency. In this remote role, you'll ensure seamless operations while collaborating with a dedicated team committed to social impact. Candidates should be detail-oriented with a strong administrative background, ready to help nonprofits thrive.

Benefits

401(k) Plan

10 Exchange Holidays + 10 PTO days per year

Paid Medical and Parental Leave

Qualifications

• 5+ years of experience in operations or administrative roles, preferably in financial services or nonprofit sector.

Responsibilities

• Support client onboarding and money movement tasks with accuracy.
• Build and maintain client relationships, resolving issues effectively.
• Manage reporting and invoicing workflows.

Skills

Attention to detail

Organizational skills

Communication skills

Client service skills

Proficiency in Microsoft Office

Job description

This range is provided by Fairlight Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $65,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Fairlight Advisors

Making people's lives better by creating healthy workplaces.

About the Company

Fairlight Advisors is an independent, women- and Latina-owned investment advisory firm dedicated exclusively to nonprofit and charitable organizations. Founded in 2019, we empower mission-driven teams by providing institutional-level financial planning, investment management, and risk solutions, enabling them to focus on making a meaningful impact. With deep roots in the nonprofit sector and decades of senior-level institutional investment experience, our high-touch, founder-led service model ensures that nonprofits are financially resilient, donor-ready, and equipped to lead confidently, regardless of market conditions.

About the Role

We’re looking for a detail-oriented, tech-savvy, and mission-aligned Operations Associate to support our partners and clients with administrative, reporting, and client service tasks. This role plays a critical part in our day-to-day operations, helping nonprofit clients stay organized, informed, and well-supported. This is a remote position, but you must reside in California and be available for quarterly in-person team meetings in the San Francisco Bay Area or Seattle (travel paid by Fairlight).

Responsibilities

• Support client onboarding, account openings, and money movement tasks, ensuring accuracy and timeliness.
• Build and maintain strong client relationships by processing requests, resolving issues, and assisting with financial planning support.
• Manage reporting and invoicing workflows for client accounts.
• Ensure operational procedures align with compliance standards.
• Assist with internal operations and marketing activities as needed.
• Collaborate closely with our founders and other team members in a nimble, entrepreneurial environment.

Qualifications

• 5+ years of experience in operations or administrative roles (financial services or nonprofit sector a plus)

Required Skills

• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong attention to detail and organizational skills
• Ability to quickly learn and use new technologies
• Excellent communication and client service skills
• A reliable internet connection and a mobile phone
• A quiet, professional space for virtual meetings (occasional pet or child appearances welcome!)

Preferred Skills

• Experience in the nonprofit or social impact sector
• Understanding of compliance processes in financial or advisory services
• Familiarity with CRM, financial reporting, or workflow management tools

Pay range and compensation package

• Salary: $60,000–$65,000, based on experience
• Bonus eligibility based on performance
• Full-time W-2 position, 40 hours/week (8:00 AM–4:30 PM PT)
• Benefits (starting the 1st of the month after hire):
• 401(k) Plan
• 10 Exchange Holidays + 10 PTO days per year
• Paid Medical, Parental, Jury Duty, Military & Bereavement Leave

Why Join Fairlight? Work with purpose:

• Support nonprofits making real change.
• Collaborate with founders
• High-touch, small-team environment.
• Grow with us: Career path opportunities, including specialization or partnership.
• Be part of a certified women-owned, Latina-owned firm that values excellence, inclusion, and flexibility.

Ready to join a firm that puts people and purpose first? Apply now with your resume and a short note about why you’re interested in Fairlight Advisors.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management, Customer Service, and Administrative

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Inferred from the description for this job

Medical insurance

Vision insurance

Paid paternity leave

Paid maternity leave

401(k)

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