Adminastrative and operations associate

Direct message the job poster from Insite US Join our established fee-only wealth management and CPA firm as an Administrative and Operations Associate. This position offers an exceptional opportunity to work alongside experienced Certified Public Accountants and wealth advisors while contributing to our clients' financial success. As a vital member of our growing team, you will play a key role in supporting our comprehensive financial services operations. This full-time role is designed for a detail-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client service. The position offers significant growth potential and advancement opportunities for the right candidate. Administrative Support Provide comprehensive administrative assistance to partners and the wealth advisory team Coordinate and schedule client meetings with precision and professionalism Conduct professional client communications via phone and email Prepare detailed reports and documentation for client meetings Education and Experience Bachelor's degree required Minimum 2 years of relevant professional experience Core Competencies Exceptional organizational skills with meticulous attention to detail Strong time management and task prioritization abilities Self-motivated with proven ability to work independently Outstanding written and verbal communication skills Professional appearance and demeanor suitable for client-facing interactions Professional Attributes Genuine passion for working within a detailed, experienced team environment Commitment to understanding and supporting client needs and financial goals Adaptability to work with sophisticated financial software and databases Professional Development Opportunities Opportunity to obtain Series 65 (NASAA Investment Advisers Law Examination) Growth-oriented position with clear advancement pathways Exposure to comprehensive wealth management and tax planning processes Compensation and Benefits Salary Range : $50,000 - $70,000 annually (commensurate with experience) 401(k) retirement plan with potential profit-sharing contributions Competitive compensation based on industry standards and experience level Application Requirements Interested candidates must submit: Professional resume Salary requirements Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Accounting/Auditing Industries Accounting Referrals increase your chances of interviewing at Insite US by 2x Inferred from the description for this job

Medical insurance Vision insurance Pension plan 401(k) Tuition assistance Get notified about new Operations Associate jobs in

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