What are the responsibilities and job description for the Operations Associate position at Axiom Wealth Management?
Company Description
Axiom Wealth Management is dedicated to partnering with clients to achieve a financially secure future for them and their families. Using a client-focused, personalized planning approach, we help identify goals, create tailored financial plans, implement world-class solutions, and adapt as life evolves. Our commitment to serving with mutual trust and transparency defines the Axiom experience and strengthens our client relationships.
Role: Operations Associate
Why this role matters At Axiom, client experience is everything. As an Operations Associate, you’re the engine behind seamless service—coordinating meetings, moving paperwork from “in progress” to “approved,” and freeing our advisors to focus on clients. You’ll learn how a modern wealth firm runs, support high impact client moments, and grow into training and leadership responsibilities.
No finance experience? We’ll train you. If you’re organized, detail-oriented, and communicate clearly, we’ll teach you the rest. You’ll learn our systems, industry basics, and best practices—plus we’ll support you in obtaining required licenses.
The opportunity
As an Operations Associate at Axiom, you’ll build real operational breadth—owning everything from scheduling top-tier client meetings and managing birthday campaigns to providing “white glove” service to our clients and supporting our financial planning team.
Your precision and proactive follow-through will keep client data spotless, approvals on time, and advisors free to focus on delivering exceptional advice.
Join our values-driven, multi-generational firm and grow your career by delivering meaningful outcomes that power both client satisfaction and firm success.
How we work: Axiom Standards (what you’ll embody)
- Curiosity: Continuously seek to learn and improve your understanding of operational processes and client needs.
- Communicating with Clarity and Candor: Ensure all communications are clear, transparent, and honest, fostering trust and understanding with clients and colleagues.
- Purposeful Servant leadership: Prioritize the needs of clients and colleagues, demonstrating empathy and commitment to their success and well-being.
- Precision Financial Planning: Execute all tasks with meticulous attention to detail, ensuring accuracy and reliability in financial planning and service work.
- Embracing a Culture of Excellence: Strive for excellence in all aspects of your role, consistently delivering high-quality work and seeking opportunities for improvement.
What you’ll bring
- Commitment: Minimum 18month commitment to the role.
- Licensing: Obtain Life & Health insurance licenses within 3 months of your start date (we’ll support you).
Strengths that help you thrive:
- Detail oriented and process driven; you love checklists and meeting deadlines.
- Clear written and verbal communication; professional client presence.
- Comfort with common business software; willing to learn eSignature tools and tools using Client Relationship Management Software.
- Proactive problem solver who follows through and escalates early when needed.
- Team mindset.