Operations Assistant

Position Overview We are seeking a detail-oriented and client-focused professional to support a financial advisor in delivering exceptional service and maintaining efficient day-to-day operations. This role plays a critical part in ensuring a seamless client experience while handling a variety of administrative and operational responsibilities.

Key Responsibilities

• Serve as the primary point of contact for client inquiries via phone and email, providing prompt and professional responses
• Manage the advisor’s calendar, including scheduling client meetings, coordinating logistics, and handling follow-ups
• Prepare meeting materials, reports, and client documentation to support advisor-client interactions
• Assist with account-related processes, including account opening, transfers, and paperwork completion
• Maintain accurate and up-to-date client records within CRM systems
• Track, prioritize, and follow up on outstanding tasks and client requests to ensure timely completion
• Support compliance efforts by maintaining proper documentation and adhering to recordkeeping standards
• Assist with client onboarding and contribute to overall office operations as needed

Qualifications and Skills Preferred

• Prior customer service or administrative experience in a business environment
• Strong administrative skillset, organized and comfortable with client communication and interaction
• Associate’s degree preferred, but not required
• Microsoft Office Skills - Outlook, Excel, PowerPoint, Teams, OneNote
• Familiarity with CRM software or client database management

Compensation & Benefits

• Office location will be Center Valley, PA
• Opportunities for professional development
• Benefits include Health, Dental, Vision, 401(k) with match, PTO holidays
• Supportive, collaborative, positive and growth-oriented work environment