Seeking a Business Operations Specialist for a growing boutique Registered Investment Advisor (RIA) delivering highly personalized investment and financial planning services to high-net-worth individuals, families, and captives. Looking for an individual who thrives in a fast-paced, entrepreneurial environment, and is energized by the opportunity to help shape the future of the firm!

Responsiblities:

Collaborate directly with CEO to ensure the firm runs efficiently
Create and maintain checklists, SOPs, and templates for internal team use
Manage and maintain multiple calendars, including client service, compliance, business development, marketing, and leadership schedules
Provide strategic and administrative support to CEO
Coordinate agenda and logistics for weekly team meetings and quarterly planning sessions
Maintain shared documents (i.e. OneNote, Teams, CRM, etc.), and provide internal updates accordingly
Partner with outside vendors to ensure projects move along in a timely manner
Coordinate with compliance and custodial partner to maintain documentation and firm policies and ensure secure communications

Requirements:

Bachelor's degree in business or related field
3+ years' experience in operations/business support within professional firm environment (i.e. financial services, consulting, professional services)
Excellent organizational and communication skills, both verbal and written
Demonstrated experience in complex calendar management and prioritization
Self-starter with high initiative and follow-through; thrives in a lean, fast-paced environment
High integrity, discretion, and professionalism in handling confidential information
Tech-savvy; comfortable learning new technologies and using critical RIA business tools, including MS Office Suite, OneNote, Outlook, Teams, and CRM systems
Strong systems thinking with the ability to create structure where there is ambiguity
Highly resourceful - skilled at finding answers and solving problems when there isn't a clear path to resolution

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: In person

Keystone Staffing Solutions, LLC Jobs

Business Operations Specialist