Operations Associate

2 weeks ago


Fairfax, United States Integrated Partners Full time

The Operations Associate will organize and coordinate new business administration, procedures, and client service items in order to ensure organizational effectiveness and efficiency. You will support the COO in developing intra-office communication protocols and in streamlining administrative procedures.

You will take part in the new client onboarding experience and will be expected to build rapport with clients and provide them with a positive experience.

This position takes an energetic professional who doesn't mind wearing multiple hats and multitasking. You need to be experienced in handling a wide range of administrative and executive support-related tasks and must have the ability to work independently with little or no supervision. We are looking for someone well-organized, flexible, and excited for the administrative challenges of supporting clients and a growing practice.

**Education and Experience**
1-3 years experience with AssetMark and/or LPL OR equivalent college degree in financial services industry preferred. Bachelor’s degree required.

**Roles and Responsibilities**
- Assist the COO in maintaining a compliant practice
- Maintain integrity of client information and compliance standards
- Provide service and support to clients
- Correspond with clients in a professional manner
- Familiarity with workflow and CRM software (Hubly and RedTail preferred)
- Assist in all client transactions related to the Practice
- Track all paperwork, client service tasks, etc.
- Resolve client issues properly and in a timely fashion
- Occasionally meet with clients in person before meetings and/or to complete administrative tasks
- Special projects as needed
- Act on office priorities in a proactive way
- Maintain client files electronically

**Location**
Fairfax, VA - This is a hybrid position that will require three to four days in the office each week or as needed.

**Salary and Benefits**
Starting at $60,000, commensurate with experience
Health, vision, and dental insurance available

Pay: From $60,000.00 per year

**Benefits**:

- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Schedule:

- Monday to Friday

Ability to Relocate:

- Fairfax, VA 22033: Relocate before starting work (required)

Work Location: Hybrid remote in Fairfax, VA 22033



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