Operations Associate - Financial Services & Compliance

Main Street Financial Solutions LLC; Newtown (PA); On-site; USD 55,000 - 75,000; Full time

Job summary

Main Street Financial Solutions LLC is seeking a detail-oriented Operations Associate in Newtown, Pennsylvania, to ensure smooth day-to-day operations. This role involves coordinating with management, advisors, and vendors to enhance operational efficiency.

The ideal candidate will have 3-5+ years in administrative management with strong problem-solving skills, and familiarity with office productivity tools. Responsibilities include managing office supplies, supporting compliance, and onboarding staff.

Qualifications

• 3-5+ years in office/operations/administrative management.
• Ability to juggle multiple projects and meet deadlines.
• Familiarity with financial services or related professional services.

Responsibilities

• Serve as the key liaison between the IT provider.
• Support compliance for regulatory requirements.
• Manage office space, supplies, and vendor relations.
• Schedule meetings and manage logistics for leadership.
• Assist in onboarding new staff and training.

Skills

Proactive problem solver

Strong written & verbal communication

Exceptional prioritization

Experience with MS Office

Detail-oriented

Tools

Microsoft Office

SharePoint

Adobe

CRMs

Project management tools

Job description

Main Street Financial Solutions LLC is seeking a detail-oriented Operations Associate in Newtown, Pennsylvania, to ensure smooth day-to-day operations. This role involves coordinating with management, advisors, and vendors to enhance operational efficiency.

The ideal candidate will have 3-5+ years in administrative management with strong problem-solving skills, and familiarity with office productivity tools. Responsibilities include managing office supplies, supporting compliance, and onboarding staff.