Operations Associate - Financial Services, Flexible Hours

Milestone Financial Planning, LLC; Nashua (NH); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

4% 401k match

Section 125 Cafeteria Plan of $11,000/

Company-paid short- and long-term(dis)

Company-paid professional development

Flexible work environment

3 weeks vacation

Sick leave

Parental leave

Top-notch technology

Job summary

Milestone Financial Planning, LLC in Nashua, NH is seeking an Operations assistant to keep the day-to-day investment management, financial planning and tax preparation activities running smoothly. You will join a small team that values collaboration and work-life balance across Bedford, Nashua and Peterborough.

You will manage client documentation, support technology platforms (Advzyon, Fidelity Wealthscape, DocuSign, ShareFile), coordinate meetings and mailings, and help maintain data security

Qualifications

• High school diploma required; associate or bachelor's degree, or equivalent professional experience, preferred.
• Prior 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, along with the ability to manage multiple recurring tasks and deadlines.
• Follow established processes accurately with minimal supervision once trained, and communicate clearly with a client-service orientation.
• Comfort working across multiple office locations and coordinating logistics for in-person client meetings is a plus.

Responsibilities

• Manage incoming client documentation across email, Advyzon, Client Downloads, ShareFile, DocuSign, fax, and paper, filing everything according to the firm's naming and filing conventions and assigning follow-up tasks to advisors as needed.
• Monitor workflow items and Teams alerts in Fidelity Wealthscape, process custodian paperwork, move tasks forward through Advyzon, document actions taken, and help clients with technology and portal login support.
• Serve as backup for account onboarding, ACATs, and trading/rebalancing tasks alongside the Operations Intern, staying cross-trained to ensure continuity of coverage.
• Coordinate client meetings, confirm annual meetings are correctly scheduled through Calendly across advisor calendars and conference rooms in Bedford, Nashua, and Peterborough, prepare meeting spaces, greet clients, and scan documents as requested.
• Support quarterly report and newsletter mailings, and handle all client information in accordance with the firm's privacy and data security policies.

Skills

Administrative support

Client service

Financial services

Education

High school diploma

Associate or Bachelor's preferred

Tools

Advyzon

Fidelity Wealthscape

DocuSign

ShareFile

Calendly

Xero

Job description

Milestone Financial Planning, LLC in Nashua, NH is seeking an Operations assistant to keep the day-to-day investment management, financial planning and tax preparation activities running smoothly. You will join a small team that values collaboration and work-life balance across Bedford, Nashua and Peterborough.

You will manage client documentation, support technology platforms (Advzyon, Fidelity Wealthscape, DocuSign, ShareFile), coordinate meetings and mailings, and help maintain data security