Operations Associate — Wealth Planning (Hybrid)

Hackmann Wealth Partners; Stamford (CT); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401k

Flexible personal/vacation time off

Sick leave

Paid holidays

Hands-on training and professional edu

Job summary

Hackmann Wealth Partners in Stamford, CT, is seeking an Operations Associate to join our fast-paced, entrepreneurial team. The OA will maintain client data, prepares account paperwork, monitors workflow and tracks prospects.

Work four days on-site in Stamford with Fridays remote, about 50 hours weekly. Base salary is $60,000–$65,000 with discretionary incentive compensation, health insurance, a 401(k), flexible time off and paid holidays.

Qualifications

• Outstanding detail orientation and ability to work both independently and collaboratively.
• Proactive problem-solver and an independent thinker; highly resourceful and will follow-up as often as necessary.
• Ability to independently set priorities, carry out multiple and diverse assignments within time deadlines and handle ambiguity.
• Strong eye for business and mature professional judgement.
• Outstanding problem solving and decision-making skills.

Responsibilities

• Maintaining client data and events
• Preparing necessary paperwork for account opening and maintenance
• Monitoring client workflow
• Tracking prospects and leads
• Providing ad hoc support for various projects and issues as needed.

Skills

Detail orientation

Project management

Problem solving

Independent thinker

Prioritization

Communication skills

MS Office

CRM knowledge

Tools

CRM platforms

Workflow software

Job description

Hackmann Wealth Partners in Stamford, CT, is seeking an Operations Associate to join our fast-paced, entrepreneurial team. The OA will maintain client data, prepares account paperwork, monitors workflow and tracks prospects.

Work four days on-site in Stamford with Fridays remote, about 50 hours weekly. Base salary is $60,000–$65,000 with discretionary incentive compensation, health insurance, a 401(k), flexible time off and paid holidays.