Client Operations Administrator

Season Investments is a wealth management firm delivering financial planning and investment management to a select high-net-worth clientele. We believe wealth should be a tool for freedom rather than a source of stress, and our work is centered on long-term relationships built on trust, sound advice, and sophisticated investment management. We help clients remove uncertainty from their financial lives so they can focus their time and energy on what makes their life truly rich.

This role is a critical part of delivering on our mission. As a small and growing firm, we rely on a highly capable professional to handle a complex and evolving workload and ensure client service is delivered at a consistently high level. This position handles sensitive financial information and client assets, where accuracy, confidentiality, and consistency are a must. In addition to alignment with our culture and values, success in this role requires attention to detail, sound judgment, initiative, and a strong service-oriented mindset.

This role will play a meaningful part in the firm’s continued growth and offers the opportunity to take on expanded responsibilities over time as Season Investments evolves.

This position plays a broad, supportive role for our team members, partners, and clients. The work spans a wide range of responsibilities, and most days include a mix of repetitive, rhythmic tasks alongside miscellaneous items that arise in real time; the responsibilities below reflect a thorough, though not exhaustive, overview of the role.

• Field incoming calls and emails with professionalism, discretion, and follow-through
• Assist clients with account related questions and help resolve issues in coordination with advisors
• Support in-office meetings via conference room setup and warm in-person client service

• Serve as primary point of contact with custodians on account-related issues
• Facilitate account documentation, profile updates, asset transfers, and money movements
• Execute scheduled tasks, and monitor and respond to custodial alerts on a daily basis

• Maintain accurate and complete client and business records, including digital and physical files
• Manage CRM database to ensure it is current, organized, and reliable
• Support the firm’s regulatory compliance program by ensuring documentation is complete and accessible
• General upkeep of office, including organizing, cleaning, plant care, stocking supplies, and mail processing
• Assist with special projects, seasonal initiatives, and event planning as needed
• Supply administrative and operational support to rest of team to reduce distractions and increase focus

• Good attention to detail with a high standard for accuracy and follow-through
• Highly organized and dependable, able to manage multiple concurrent tasks and deadlines
• Service-oriented, with a professional demeanor and strong verbal and written communication skills
• Capable of operating within established processes while working to thoughtfully improve them over time
• Calm, reliable, and professional under time pressure or changing priorities
• Comfortable interacting with a wide range of clients, colleagues, and service providers
• Curious and eager to learn, open to taking on new responsibilities and expanding skills over time
• Receptive to feedback and willing to adjust how work is done in service of the team and clients
• Strong computer skills, including familiarity with Microsoft Office and similar tools
• Comfortable working with numbers and eagerness to build proficiency in basic financial concepts

• Take pride in supporting others and playing an essential role that is largely behind the scenes
• Thrive in an environment of clear processes, steady rhythms, and tasks requiring precision and accuracy
• Are energized by consistent, detail-oriented work involving many small tasks, and also enjoy the challenge of occasional open-ended projects that require initiative and creative problem-solving
• Enjoy a small team environment where collaboration, trust, and communication are key
• Welcome responsibility and knowing that your…