Remote Operations Lead: Drive Process & Execution

Triwill Group; United States; Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance stipend

Permanently remote

Equipment provided

Job summary

Nardis Advisors is a growing, independent financial advisory firm based in NY seeking a Permanently Remote Operations Associate who takes ownership, drives execution, and ensures that both tasks—and people—move forward. This is a hands-on role at the center of the firm.

You'll work directly with leadership to translate priorities into action, build structure, and make sure nothing falls through the cracks. If you're someone who brings structure, drives execution, and wants to grow with a firm

Qualifications

• 2 years financial services experience.
• A doer who drives outcomes and follows through relentlessly.
• Organized, detail-oriented, and highly accountable.
• Intermediate knowledge of CRM, workflow design, doc management, video conferencing, MS products
• Clear, direct communicator who closes loops
• Proactive, practical problem-solver
• Motivated to grow into a broader operations leadership role

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
• NO business development / sales

Skills

CRM systems

Workflow design

Document management

Video conferencing

MS Office

Project coordination

Tools

MS Teams

Zoom

Dropbox

Job description

Nardis Advisors is a growing, independent financial advisory firm based in NY seeking a Permanently Remote Operations Associate who takes ownership, drives execution, and ensures that both tasks—and people—move forward. This is a hands-on role at the center of the firm.

You'll work directly with leadership to translate priorities into action, build structure, and make sure nothing falls through the cracks. If you're someone who brings structure, drives execution, and wants to grow with a firm