Operations Associate - Financial Planning & Client Ops

Milestone Financial Planning, LLC; Bedford (NH); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Sick leave

Parental leave

Flexible work environment

Job summary

Milestone Financial Planning, LLC is seeking an Operations support person to handle day-to-day client document management, task coordination, and office operations across multiple locations. You will assist a growing team of financial advisors with meeting scheduling, document processing, and privacy compliance.

The role requires a high school diploma (associate or bachelor’s preferred) and strong organizational skills, with experience in client service or office support, preferably in financial

Qualifications

• High school diploma required; associate or bachelor's degree, or equivalent professional experience, preferred.
• Experience in a client service, administrative or office-support role is preferred, ideally within financial services or another regulated industry.
• Strong organizational skills and attention to detail are essential, with ability to manage multiple recurring tasks and deadlines.
• Follow established processes with minimal supervision after training and communicate clearly with a client-service orientation.
• Comfort coordinating logistics for in-person client meetings across multiple office locations.

Responsibilities

• Support day-to-day operations of a growing team of financial advisors.
• Manage incoming client documentation across email, Advyzon, Client Downloads, ShareFile, DocuSign, fax and paper.
• Monitor workflow items and alerts in Fidelity Wealthscape; process custodian paperwork; move tasks forward in Advyzon.
• Coordinate client meetings, schedule through Calendly, prepare meeting spaces, and greet clients in Bedford, Nashua, and Peterborough.
• Support quarterly report and newsletter mailings and ensure client information is handled per privacy and data security policies.

Skills

Organizational skills

Attention to detail

Client-service orientation

Professional communication

Education

High school diploma

Associate or Bachelor's degree preferred

Tools

Fidelity Wealthscape

Advyzon

ShareFile

DocuSign

Job description

Milestone Financial Planning, LLC is seeking an Operations support person to handle day-to-day client document management, task coordination, and office operations across multiple locations. You will assist a growing team of financial advisors with meeting scheduling, document processing, and privacy compliance.

The role requires a high school diploma (associate or bachelor’s preferred) and strong organizational skills, with experience in client service or office support, preferably in financial