Note: The job is a remote job and is open to candidates in USA. Nardis Advisors is a growing independent financial advisory firm seeking a permanently remote Operations Associate. The role owns operational workflows, client onboarding, CRM administration, project execution, process improvement, and leadership support while driving accountability and removing bottlenecks.
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
- NO business development / sales
Skills
- 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
Benefits
- Health insurance stipend
- Permanently remote
- Equipment provided
Company Overview