Operations Associate

Simply Paraplanner; Texas; Remote; USD 26,000 - 34,000; Part time

Job summary

Modern Financial Planning is seeking an organized operations associate to support two advisors as the backbone of the firm. This 1099 contract role is about 20 hours per week, fully remote, with a daily overlap window for collaboration and remaining hours on your own schedule.

You will handle scheduling, accounts, file organization, CRM upkeep, client communications, and ad-hoc projects, ensuring high standards and accurate records while prioritizing client needs.

Qualifications

• 2+ years in client service, operations, or administrative roles, preferably in financial services, accounting, or legal
• Strong written and verbal communication
• Strong attention to detail and no tolerance for errors
• Coordinate and update advisors daily on open or pressing items
• High proficiency with Microsoft Office (Excel, Word, PowerPoint)
• Familiarity with Google Suite (Gmail), Wealthbox, Schwab Advisor Services, and Dropbox a plus (or the ability to learn tools quickly)
• Comfort managing competing priorities & re-prioritizing urgent client matters
• College degree preferred, not required

Responsibilities

• Coordinate scheduling, meetings, and follow-up tasks across two advisors
• Open new investment accounts (Schwab), process & track transfers, manage ad-hoc updates, and see each project through completion
• Maintain and organize client files (Dropbox) and improve filing systems as needed across the team
• Keep our CRM (Wealthbox) and other systems accurate and up to date
• Prepare client communications, reports, and meeting materials
• Support compliance by maintaining accurate books and records and gathering required documentation
• Assist with ad-hoc projects in areas like tax-season support and marketing

Skills

Client service

Operations

Communication

Attention to detail

Coordination

MS Office

Google Suite

Wealthbox

Schwab Advisor Services

Dropbox

Education

College degree preferred

Tools

Wealthbox

Schwab Advisor Services

Dropbox

Microsoft Office

Google Workspace

Job description

About The Firm

Modern Financial Planning is an advisory firm specializing in equity compensation & tax planning for tech professionals, along with full-service wealth management. While we work with folks in many stages, a large majority of our clients are working professionals, navigating the tech industry, and raising young families. Most of our clients enjoy meeting virtually from across the country.

We are currently a team of 2 Advisors, looking to add a client operations professional to help us manage our growing firm & opportunities, while helping us keep our commitments, high-touch communication, and extremely high standards our clients expect.

What We’re Looking For

We’re looking for an organized, detail-obsessed operations associate to support our two advisors on the administrative and operational backbone of the firm. This is an internal support role: you’ll work directly with the advisors rather than clients, though client contact may grow over time as the relationship develops.

This is a 1099 contract position, approximately 20 hours per week, fully remote. We collaborate during a daily overlap window, with any remaining hours completed on your own schedule.

What You’ll Do

• Coordinate scheduling, meetings, and follow-up tasks across two advisors
• Open new investment accounts (Schwab), process & track transfers, manage ad-hoc updates, and see each project through completion
• Maintain and organize client files (Dropbox) and improve filing systems as needed across the team
• Keep our CRM (Wealthbox) and other systems accurate and up to date
• Prepare client communications, reports, and meeting materials
• Support compliance by maintaining accurate books and records and gathering required documentation
• Assist with ad-hoc projects in areas like tax-season support and marketing

What We’re Looking For

• 2+ years in client service, operations, or administrative roles, preferably in financial services, accounting, or legal
• Strong written and verbal communication
• Strong attention to detail and no tolerance for errors
• Coordinate and update advisors daily on open or pressing items
• High proficiency with Microsoft Office (Excel, Word, PowerPoint)
• Familiarity with Google Suite (Gmail), Wealthbox, Schwab Advisor Services, and Dropbox a plus (or the ability to learn tools quickly)
• Comfort managing competing priorities & re-prioritizing urgent client matters
• College degree preferred, not required

Remote Environment

This role involves handling highly confidential client financial information, so it requires:

• A dedicated, private, distraction-free workspace where screens and calls are not visible or audible to others
• Reliable high-speed internet and a quiet, professional environment for calls
• Responsiveness and uninterrupted focus during our daily collaboration window (a defined window, typically late morning to early afternoon Central Time), with flexibility for the rest