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.
• Affiliate with document imaging, filing, and workflow tracking.
• Perform data entry, reporting, and document management to support firm operations.
• Affiliate with 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.
• Monitor tasks assigned through CRM or workflow tools and complete them in a timely manner.
• 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.

About Oarsman Capital

Oarsman Capital is a Milwaukee-based Registered Investment Advisor (RIA) dedicated to helping clients achieve their financial goals through disciplined investment management and personalized service. Celebrating over 25 years of serving clients, Oarsman’s culture emphasizes professionalism, teamwork, and client trust. Opportunity to learn financial operations, receive training and mentorship, and grow into advanced responsibilities within a collaborative and professional team environment.