Operations Associate

This is a fully remote position, open to applicants in New York.

📋 Description

• Take ownership of daily operational workflows and execution.

• Supervise client onboarding and essential service processes.

• Manage CRM systems, tasks, and ensure follow-through across all touchpoints.

• Lead workflow management by tracking priorities and ensuring accountability.

• Facilitate weekly team meetings, outlining clear next steps.

• Enhance processes and systems for improved efficiency and scalability.

• Oversee projects from start to finish with a strong focus on completion.

• Actively address problems and eliminate bottlenecks.

• Assist leadership in implementing firm-wide initiatives.

• There are no responsibilities related to business development or sales.

⛳️ Requirements

• Minimum of 2 years of experience in financial services.

• Highly organized, detail-oriented, and accountable.

• Intermediate proficiency in CRM systems, workflow design, document management, video conferencing, and Microsoft products.

• Comfortable in managing priorities, projects, and team dynamics.

• Clear and direct communicator who ensures tasks are completed.

• Proactive and practical in problem-solving.

• Eager to advance into a broader operations leadership position.

• Eligible candidates will participate in a 15–30-minute Zoom interview.

• Selected candidates will be required to complete assessments.

🏝️ Benefits

• Health insurance stipend.

• Fully remote work environment.

• Equipment will be provided.

• Opportunities for professional growth.