Admin & Operations Associate

This range is provided by Insite US. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Our clients established Fee-Only Wealth Management and CPA Firm is seeking a dedicated administrative professional to join the team as an Administrative and Operations Associate. This role offers exceptional growth opportunities within their expanding firm, providing comprehensive support to both their Wealth Management and Personal Tax teams. The ideal candidate will work closely with Certified Public Accountants and Wealth Advisory professionals to help clients achieve their financial objectives.

$50,000.00/yr - $70,000.00/yr

Administrative and Operations Associate

Education & Experience

• Bachelor's degree required
• Minimum 2 years of relevant administrative experience
• Series 65 license holders or CFP candidates strongly preferred for accelerated growth track

Core Competencies

• Exceptional organizational skills with meticulous attention to detail
• Strong time management and multitasking abilities
• Self-motivated with excellent task prioritization skills
• Outstanding written and verbal communication abilities
• Professional client-facing demeanor and appearance
• Passion for working collaboratively with experienced wealth advisors and CPAs focused on client success

Technical Requirements

• Proficiency or willingness to learn proprietary financial software platforms including:
• Fidelity Wealthscape
• Redtail CRM system
• Smart Vault Client Portal
• Tamarac Rebalancing and Reporting

Position Responsibilities

• Provide comprehensive administrative support to partners, wealth advisors, and tax professionals
• Coordinate and schedule client meetings across both wealth management and tax services
• Prepare client reports, presentations, and meeting materials
• Handle client communications via phone, email, and in-person interactions

• Client Onboarding
  :
  Facilitate new account opening, funding processes, and coordinate with advisory and tax teams to ensure seamless client integration
• Ongoing Client Support
  :
  Address daily client inquiries and requests for both wealth management and tax services
• Maintain client files and ensure compliance with documentation requirements

• Opportunity to pursue Series 65 licensing (for unlicensed candidates)
• Support for CFP certification pursuit
• Potential advancement to support advisory role for qualified candidates

Salary Range
: $50,000 - $70,000 (commensurate with experience and credentials)

• 401(k) retirement plan with potential profit-sharing contributions
• Professional development opportunities and licensing support
• Clear advancement pathway for qualified candidates

This is a growth-oriented position designed for ambitious professionals seeking to advance their careers in wealth management and financial planning. Candidates with Series 65 licensing or CFP candidacy will be fast-tracked for advisory support roles, with potential promotion to full advisory responsibilities within 2-3 years based on performance and continued professional development.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Administrative
• Industries:
  Accounting and Investment Management