Operations & Compliance Specialist for Growth

Praxis, Inc.; Millstone Township (NJ); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement plan with employer contrib.

Generous paid time off and holidays

On-site fitness center and events

Job summary

The Millstone Evans Group is seeking an Operations & Compliance Administrator in Millstone Township, NJ. You will support client and business operations, compliance, and day-to-day office administration, partnering with the Chief Compliance Officer and COO to ensure efficient operations and accurate servicing.

Ideal candidates will demonstrate meticulous attention to detail, professional communication, and discretion with confidential information.

Qualifications

• 3+ years of operations, administrative, or related experience.
• Financial services, wealth management, or RIA experience preferred.
• Proficiency with Microsoft Office; familiarity with QuickBooks, BillFin, and Raymond James is a plus.
• Discretion with confidential information and detail-oriented mindset.

Responsibilities

• Prepare and process quarterly client billing and maintain billing records.
• Assist with reconciling company expenses and accounts using QuickBooks.
• Manage day-to-day office operations, vendor relations, and meetings/events.
• Maintain organized records including CRM, client docs, and compliance files.
• Assist with employee onboarding and HR administration.
• Support compliance testing documentation and reviews.
• Distribute and track periodic compliance certifications.
• Maintain the Compliance Calendar and annual requirements.
• Adapt to changing priorities in a fast-paced environment.
• Contribute to special projects and firm-wide initiatives.

Skills

Attention to detail

Communication

Teamwork

Discretion

Tools

Microsoft Office Suite

QuickBooks

BillFin

Raymond James platform

Job description

The Millstone Evans Group is seeking an Operations & Compliance Administrator in Millstone Township, NJ. You will support client and business operations, compliance, and day-to-day office administration, partnering with the Chief Compliance Officer and COO to ensure efficient operations and accurate servicing.

Ideal candidates will demonstrate meticulous attention to detail, professional communication, and discretion with confidential information.