Practice Operations Associate

Why Join Us?

We're looking for a Practice Operations Associate to serve as the administrative powerhouse for our growing financial services team. In this role, you'll be more than an administrator—you'll be a trusted business partner who helps advisors deliver exceptional client experiences while ensuring critical operational processes are executed with excellence.

What You'll Do

• Drive Operational Excellence
• Manage the administrative lifecycle of investment and insurance business, including applications, transfers, account maintenance, and service requests.
• Ensure all client documentation is complete, accurate, and compliant.
• Monitor workflows and proactively move cases forward to completion.
• Maintain Critical Systems & Data
• Keep CRM and broker-dealer systems accurate and up to date.
• Perform regular audits and quality checks to maintain data integrity.
• Support reporting and operational tracking efforts.
• Cookordinator Advisor Activity
• Manage advisor calendars, appointments, and workflow priorities.
• Help maintain an organized and efficient daily operating rhythm.
• Cordinate follow-ups and ensure key deadlines are met.
• Deliver Outstanding Client Support
• Serve as a primary point of contact for clients, advisors, and industry partners.
• Resolve administrative requests and outstanding requirements promptly.
• Help create seamless, professional service experience for every client interaction.
• Support Meetings & Client Reviews
• Prepare meeting materials and client documentation.
• Organize digital files and records.
• Capture detailed notes and action items to support follow-up activities.
• Continuously Improve Processes
• Identify opportunities to streamline workflows and increase efficiency.
• Recommend and implement improvements that reduce administrative friction.
• Contribute to a culture of operational excellence and continuous learning.

What Makes You a Great Fit

• Required Experience
• 2+ years of experience in wealth management, broker-dealer operations, financial services support, or a related administrative role.
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities while maintaining a high degree of accuracy.
• Professional communication and client service skills.
• Preferred Qualifications
• Bachelor's degree or equivalent professional experience.
• Experience as a Client Service Associate, Administrative Assistant, or Operations Specialist within financial services.
• Familiarity with custodial and advisor technology platforms such as Wealthscape, eMoney, Envestnet, or Hearsay Social.
• Experience with CRM systems such as Salesforce or Advisor360.

Technical Skills

• Proficiency with Microsoft Outlook, Excel, Teams, and OneNote.
• Comfortable learning new technology and navigating multiple systems.

Compensation & Benefits

• Base Salary: $50,000 - $60,000 with performance-based bonus eligibility
• Primary Location: Center Valley, PA with hybrid work options
• Professional development and growth opportunities within a respected wealth management practice