Associate Operations Specialist

Key Responsibilities

• Prepare and organize client paperwork for account openings, transfers, and updates.
• Enter client and account data accurately into internal systems.
• Support routine client service tasks such as address changes, beneficiary updates, and basic requests.
• Afford assistance with document imaging, filing, and workflow tracking.
• Perform data entry, reporting, and document management to support firm operations.
• Support the Office Manager with project-based initiatives and workflow tracking.
• Maintain tasks assigned through CRM or workflow tools and complete them in a timely manner.
• Learn firm systems, processes, and custodian procedures with guidance and training.
• Participate in team meetings and contribute to continuous improvement discussions.

Qualifications

• Associate’s or Bachelor’s degree preferred.
• 0–2 years of experience in office administration, client or financial services.
• Strong attention to detail and willingness to learn new systems and processes.
• Comfortable with Microsoft Office Suite; Excel familiarity preferred.
• Strong organizational and follow-through skills.
• Positive attitude and willingness to take direction and grow professionally.