Senior Operations Associate (Fully Remote)

Root Financial; États-Unis; À distance; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Remote work

Unlimited PTO

5% 401(k) match

Health, vision, dental, and life ins.

Parental leave and wellness spending

Résumé du poste

Root Financial, a remote-first financial advisory firm, is seeking an operations and compliance support specialist. You will triage requests, safeguard data quality, and help keep our client workflows running smoothly.

In this role you will administer HubSpot, coordinate onboarding and billing, and manage documents to ensure timely, accurate service. The position offers flexible scheduling, competitive benefits, and growth opportunities.

Qualifications

• Experience in financial services operations or back-office support.
• Proficiency with CRMs and custodial platforms (HubSpot, Black Diamond, Altruist).
• Ability to prioritize tasks under deadlines and ensure data quality.

Responsabilités

• Serve as the first point of contact for internal operations and compliance requests.
• Manage HubSpot administration including workflow auditing, email segmentation, and data updates.
• Coordinate client onboarding, billing setup, and document management for seamless operations.

Connaissances

Attention to detail

Deadline prioritization

Data quality assurance

Outils

HubSpot

Black Diamond

Altruist

Description du poste

• Serve as the first point of contact for internal operations and compliance support requests, ensuring accurate triage and timely resolution.
• Manage HubSpot administration including workflow error auditing, email segmentation, and data updates.
• Coordinate client onboarding, billing setup, and document management for seamless operations.

Qualifications:

• Prior experience in financial services operations or back-office support, with strong attention to detail.
• Proficiency with CRMs and custodial platforms such as HubSpot, Black Diamond, or Altruist.
• Ability to prioritize tasks under deadlines and maintain high quality in data processing.
• Competitive salary with performance-based bonuses and a 5% 401(k) match.
• Fully remote work with flexible scheduling and unlimited PTO.
• Comprehensive health, vision, dental, and life insurance, plus parental leave and wellness spending account.

Root Financial provides financial advisory services with a focus on operations and client support. The company is remote-first and committed to team development, offering a collaborative environment with competitive benefits and growth opportunities.