Note: The job is a remote job and is open to candidates in USA. The Jamrog Group is a planning-first wealth management firm serving individuals and families through comprehensive financial planning and long-term advice. The Operations Associate will coordinate financial planning workflows, prepare advisors for client meetings, manage account maintenance and paperwork, and maintain accurate client and CRM records. The role also requires proactive follow-up and clear communication to ensure client requests and operational tasks reach completion.
Responsibilities
- Manage financial planning workflows across the planning lifecycle
- Track planning engagements, deadlines, outstanding items, and next steps
- Coordinate invoicing and recurring service activities
- Prepare forms for client signature
- Enter and maintain accurate client information within our CRM and financial planning software
- Identify stalled or incomplete workflows and proactively help move them toward completion
- Prepare advisors for client meetings through thoughtful organization and preparation
- Generate meeting agendas and other preparation materials
- Review prior meeting notes, outstanding action items, and anticipate client needs
- Process account maintenance requests including: beneficiary updates, payment instruction updates, and other account maintenance requests
- Support investment and insurance servicing activities by supporting our senior team members by reducing their administrative tasks
- Monitor outstanding client paperwork and proactively follow up with clients, advisors, and internal team members as needed
- Maintain accurate client records, CRM data, and documentation
- Communicate clearly and proactively so clients & advisors understand what is needed, what happens next, and where their requests stand
Skills
- • 2+ years of experience in operations, client service, financial services, insurance, banking, or another detail-oriented professional environment
- • Strong organizational and time-management skills with the ability to manage multiple priorities simultaneously
- • Excellent attention to detail and follow-through
- • Strong written and verbal communication skills
- • A proactive approach to problem-solving and a willingness to take ownership of responsibilities
- • Comfort working within established processes while identifying opportunities to make them better
- • Ability to learn new technology, systems, and processes quickly
- • Proficiency with Microsoft Office
- • Prior experience in financial services, wealth management, financial planning, insurance, or a related industry
- • Experience supporting financial advisors or planners
- • Familiarity with investment account servicing and operations
- • Experience with Advisor360, Wealthscape, RightCapital, Envestnet, or similar financial services platforms
Benefits
- Annual performance bonus after one year of service
- 401(k) with employer match after one year of service
- Group disability income insurance
- Generous paid time off
- Remote or hybrid work options
- Professional development opportunities
Company Overview