Operations Associate

About the Role

Our client, a highly respected financial services firm, is seeking an Operations Associate to support senior professionals and play a key role in driving client activities from start to finish. This position combines executive support, client service, project coordination, and event logistics in a fast-paced, transaction-driven environment.

Responsibilities

• Manage complex calendars, scheduling, and travel arrangements for senior professionals.
• Prepare and assemble client-facing presentations, agendas, reports, and confidential materials.
• Coordinate meetings, client events, and off-site logistics including travel, technology, and vendor management.
• Maintain Salesforce records, reports, and documentation.
• Serve as a professional point of contact for clients and external stakeholders.
• Support transaction-related activities and project timelines from initiation through completion.
• Assist with internal projects, special events, and operational initiatives.

Requirements

• 3+ years of experience supporting executives or client-facing teams in a fast-paced professional environment.
• Strong proficiency with Microsoft Office, Salesforce, and business technology platforms.
• Exceptional organization, prioritization, and multitasking skills.
• Polished verbal and written communication abilities with a high-touch customer service approach.
• Strong attention to detail and ability to handle confidential information with discretion.
• Confidence, professionalism, and adaptability to thrive in a high-performance culture.
• Degree required.

Location & Work Model

This is an in-office position located in Portsmouth, NH.

Benefits

• Strong bonus and profit-sharing opportunities.
• Comprehensive benefits coverage (medical, dental, vision).
• Federal and state leave programs (eligibility requirements apply).
• On-site parking.

Pay

Up to $70,000 per year.