Operations Associate

We are a growing financial advisory practice in Amesbury, MA, serving sophisticated executives, families, business owners, and retirees across the U.S. We help clients plan intelligently, optimize their wealth, and get the most out of life. Exceptional client service is at the heart of everything we do. The Role We're looking for a warm, detail-oriented, and self-driven Operations Associate to be a central part of our team. This is a great fit for someone who takes pride in getting things right the first time. The ideal candidate has worked in a professional services environment where precision and client service matter. You'll support our Advisors and deliver outstanding client service, while keeping our office running smoothly. What You'll Do New Client Onboarding: Serve as the primary administrative contact for new client intake Enter data and compile account-opening paperwork carefully and completely, owning each task through to completion Client Service Communicate with clients promptly, clearly, and reliably via phone and email to address questions and requests Process forms and paperwork (transfers, deposits, beneficiary updates, estate documents, etc.) Prepare meeting materials including gathering data, agendas, talking points, and financial summaries. Post-meeting, update our CRM and own any follow-ups. Maintain and update client records in our CRM system and prepare reports to monitor account activity, touchpoints, business growth, and more Office & Operations: Own and update an ongoing list of general tasks and client requests, using our CRM, and track these through to completion. Inform the Advisor and team of progress regularly. Think logically to notice what's coming next (necessary follow-up, a missing document or field, an upcoming deadline) and act on it before being asked Manage Advisor calendars especially meeting scheduling. Handle mail, triage calls, and monitor website inquiries. Assist with data entry in eMoney, Holistiplan, MoneyGuidePro, and similar platforms to build financial plans and strategies Support local networking efforts and client event planning Take advantage of online resources and continuing education opportunities. Complete all required compliance and continuing education credits on time. Comply with regulatory standards Are you? Precision-minded: you review your own work before it goes out, and mistakes are rare because you usually catch them first Composed under pressure: when a client calls with a problem or a mistake happens, you respond with ownership, clarity, and confidence Independent after ramp-up: once trained, you can sense what comes next without being told Warm communicator: you're great at establishing professional rapport and express yourself clearly and genuinely via email and over the phone Organized & self-driven: teams can rely on you to document, prioritize, and follow through while managing multiple things at once Optimizer: you love to design and implement new processes to leave things better than you found them Numbers person: you have an aptitude for numbers and data Trustworthy & discreet: you handle sensitive financial and personal data with integrity Qualifications: Associates or Bachelor's degree required Prior experience in a professional services environment required financial advisory, banking, accounting, or similar preferred Proficiency in Microsoft Office Suite, especially Excel Experience with CRM systems, financial planning software, and bookkeeping platforms (Intuit QuickBooks) is a plus Familiarity with custodial platforms (Raymond James, Edward Jones, Charles Schwab, Merrill Lynch, Fidelity) SIE, series 7, 63, or 65 license (or in progress) would be a bonus