Remote Operations Associate – Financial Advisory

Simply Paraplanner; Texas; Remote; USD 26,000 - 34,000; Part time

Job summary

Modern Financial Planning is seeking an organized operations associate to support two advisors as the backbone of the firm. This 1099 contract role is about 20 hours per week, fully remote, with a daily overlap window for collaboration and remaining hours on your own schedule.

You will handle scheduling, accounts, file organization, CRM upkeep, client communications, and ad-hoc projects, ensuring high standards and accurate records while prioritizing client needs.

Qualifications

• 2+ years in client service, operations, or administrative roles, preferably in financial services, accounting, or legal
• Strong written and verbal communication
• Strong attention to detail and no tolerance for errors
• Coordinate and update advisors daily on open or pressing items
• High proficiency with Microsoft Office (Excel, Word, PowerPoint)
• Familiarity with Google Suite (Gmail), Wealthbox, Schwab Advisor Services, and Dropbox a plus (or the ability to learn tools quickly)
• Comfort managing competing priorities & re-prioritizing urgent client matters
• College degree preferred, not required

Responsibilities

• Coordinate scheduling, meetings, and follow-up tasks across two advisors
• Open new investment accounts (Schwab), process & track transfers, manage ad-hoc updates, and see each project through completion
• Maintain and organize client files (Dropbox) and improve filing systems as needed across the team
• Keep our CRM (Wealthbox) and other systems accurate and up to date
• Prepare client communications, reports, and meeting materials
• Support compliance by maintaining accurate books and records and gathering required documentation
• Assist with ad-hoc projects in areas like tax-season support and marketing

Skills

Client service

Operations

Communication

Attention to detail

Coordination

MS Office

Google Suite

Wealthbox

Schwab Advisor Services

Dropbox

Education

College degree preferred

Tools

Wealthbox

Schwab Advisor Services

Dropbox

Microsoft Office

Google Workspace

Job description

Modern Financial Planning is seeking an organized operations associate to support two advisors as the backbone of the firm. This 1099 contract role is about 20 hours per week, fully remote, with a daily overlap window for collaboration and remaining hours on your own schedule.

You will handle scheduling, accounts, file organization, CRM upkeep, client communications, and ad-hoc projects, ensuring high standards and accurate records while prioritizing client needs.