Operations Associate – Financial Advisory Support

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 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.