Remote Operations Pro — Financial Advisory & Client Experience

Sullivan Financial Advisors; Essex (CT); Hybrid; USD 65,000 - 80,000; Full time

Job summary

Sullivan Financial Advisors, a 20-year-old business focused on holistic financial planning, invites you to join a team targeting 1 billion AUM in 10 years. Our clients are Connecticut shoreline women, 40-55, head of household, with $1M+ investable assets, and we seek someone who thrives in a client-centric, growth-oriented environment.

This role covers daily trade processing, audits, data feeds, and platform integrations (Envestnet/Tamarac, Redtail).

Qualifications

• Daily trade processing
• Audits and reporting
• Data integration across platforms/CRM
• Monitor and update weekly opportunities report
• Process client paperwork

Responsibilities

• Manage trading platform and requests
• Process client paperwork
• Monitor and update weekly opportunities report
• Conduct regular audits to maintain data integrity and accuracy

Skills

Client-Centric

Problem Solving

Ownership

Data accuracy

Growth mindset

Teamwork

Tools

Redtail CRM

Envestnet/Tamarac

Ninety

Microsoft Office

Job description

Sullivan Financial Advisors, a 20-year-old business focused on holistic financial planning, invites you to join a team targeting 1 billion AUM in 10 years. Our clients are Connecticut shoreline women, 40-55, head of household, with $1M+ investable assets, and we seek someone who thrives in a client-centric, growth-oriented environment.

This role covers daily trade processing, audits, data feeds, and platform integrations (Envestnet/Tamarac, Redtail).