Remote Operations Associate: Drive Process & Growth

Nardis Advisors LLC; Northern (KY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance stipend

Permanently remote

Equipment provided

Job summary

Nardis Advisors LLC in NY seeks a Permanently Remote Operations Associate who takes ownership, drives execution, and ensures tasks and people move forward.

This hands-on role focuses on operations, process, and getting things done. You’ll work with leadership to translate priorities into action, build structure, and prevent bottlenecks in a fully remote environment across Eastern and Central time zones.

Salary ranges from $70K to $90K plus benefits, with equipment provided for a home office.

Qualifications

• 2 years of financial services experience.
• Organized, detail-oriented, and highly accountable.
• Strong problem-solving and proactive, results-driven mindset.
• Experience with CRM, workflow design, document management, video conferencing, and MS Office.

Responsibilities

• Own day-to-day operational workflows and execution.
• Oversee client onboarding and key service processes.
• Manage CRM systems, tasks, and follow-through across all touchpoints.
• Lead workflow management, tracking priorities and accountability.
• Facilitate weekly team meetings with clear next steps.
• Improve processes and systems for efficiency and scale.
• Manage projects end-to-end with a focus on completion.
• Proactively solve problems and remove bottlenecks.
• Support leadership in executing firm-wide initiatives.

Skills

CRM systems

Workflow design

Document management

Video conferencing

MS Office

Priority & project management

Clear communication

Leadership potential

Tools

CRM software

MS Office

Job description

Nardis Advisors LLC in NY seeks a Permanently Remote Operations Associate who takes ownership, drives execution, and ensures tasks and people move forward.

This hands-on role focuses on operations, process, and getting things done. You’ll work with leadership to translate priorities into action, build structure, and prevent bottlenecks in a fully remote environment across Eastern and Central time zones.

Salary ranges from $70K to $90K plus benefits, with equipment provided for a home office.