Operations Associate
New
N
Nardis AdvisorsFinancial Services
This position will be permanently remote. This position is open to candidates in Eastern and Central time zones., Eastern and Central time zonesFull-TimeMiddle
Salary$70,000 – $90,000 / year
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Job Details
- Experience
- 2 years
- Required Skills
- Microsoft OfficeCRM
Requirements
- 2 years financial services experience
- A doer who drives outcomes and follows through relentlessly
- Organized, detail-oriented, and highly accountable
- Intermediate knowledge of CRM, workflow design, doc management, video conferencing, MS products
- Comfortable managing priorities, projects, and people
- Clear, direct communicator who closes loops
- Proactive, practical problem-solver
- Motivated to grow into a broader operations leadership role
Responsibilities
- Own day-to-day operational workflows and execution
- Oversee client onboarding and key service processes
- Manage CRM systems, tasks, and follow-through across all touchpoints
- Lead workflow management, tracking priorities and accountability
- Facilitate weekly team meetings with clear next steps
- Improve processes and systems for efficiency and scale
- Manage projects end-to-end with a focus on completion
- Proactively solve problems and remove bottlenecks
- Support leadership in executing firm-wide initiatives
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