Company Description

ECHELON Partners is a leading investment bank and consulting firm dedicated to the wealth and investment management industry. We specialize in M&A advisory, strategic consulting, and valuation services for RIAs, broker-dealers, and wealthtech firms. With a deep understanding of the industry and a commitment to long-term client partnerships, ECHELON delivers insight-driven solutions with integrity and precision.

Role Description

The Business Operations Analyst is a full-time, on-site role based in Encinitas, CA. This role involves analyzing business operations, processes, and data to identify efficiencies and opportunities for improvement. The Business Operations Analyst provides critical day-to-day support to the Vice President of Administration across business operations, administration, finance coordination, human resources, systems management, and executive support. This role is ideal for a highly organized, detail-oriented professional who thrives in a support role and enjoys managing multiple responsibilities to keep operations running smoothly.

Key Responsibilities

Operations & Office Administration

Support the VP of Administration with daily operational tasks and initiatives
Assist with office management, vendor coordination, and supply management
Maintain organized records, files, and internal documentation
Track action items and ensure timely follow-up on operational priorities

Accounts Payable & Accounts Receivable Support

Assist with processing invoices, expenses, and reimbursements
Track payments and receivables and follow up as directed
Coordinate with external accounting and finance partners
Maintain accurate financial and expense documentation

Administrative & Executive Support

Assist with scheduling, calendar coordination, and meeting logistics
Support travel planning and administrative needs
Prepare documents, reports, and presentations as requested
Serve as a coordination point for internal and external communications
Provide supplemental executive support to the CEO, coordinated through the VP of Administration

Human Resources Administration

Assist with onboarding and offboarding processes
Maintain employee records and HR documentation
Support benefits administration and payroll coordination
Respond to routine employee HR-related inquiries

CRM & Systems Management

Update and maintain CRM and internal systems
Ensure data accuracy and proper documentation
Assist with reporting and system organization

Compliance & Documentation

Support compliance tracking, deadlines, and required filings
Maintain organized compliance documentation
Coordinate with external vendors and partners as needed

Events & Internal Coordination

Assist in planning and executing company meetings and events
Coordinate logistics, scheduling, and communications
Support internal projects and initiatives as assigned

Qualifications

2 - 3+ years of experience in operations, administration, or executive support
Strong organizational and time-management skills
High attention to detail and ability to manage confidential information
Excellent written and verbal communication skills
Ability to manage multiple priorities in a fast-paced environment
Proficiency with Microsoft Office, CRM platforms, and HR systems

Ideal Traits

Reliable and execution-focused
Proactive and resourceful
Comfortable working in a support role
Strong follow-through and accountability
Adaptable and professional

ECHELON Partners

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Business Operations Analyst