About Compak Asset Management:
Compak Asset Management is a Registered Investment Advisor, we deliver integrated wealth managements solutions to our clients. The firm’s mission is to enhance the life experience of its clients by creating customized solutions. Compak’s head office is in Newport Beach and branches in Scottsdale, AZ. We are seeking a motivated and organized individual to join our team as an Operations Executive.
At Compak, we value reliability, responsibility, and dedication to excellence. We are looking for a team member who is eager to build a long-term career in the financial industry. If you are a motivated individual with a strong work ethic and a desire to learn and grow, we encourage you to apply.
Position Overview:
Operations & Office Administrative Associate
Location: Newport Beach, CA (Full Time, In-Person, Monday–Friday)
We are seeking a highly organized and proactive Operations & Office Associate to join our growing team. This role blends front-office administration with back-office operations, offering an excellent opportunity for someone looking to build a career in the financial services industry.
You will play a key role in ensuring the smooth day-to-day functioning of the office while supporting operations, client service, and team initiatives.
Key Responsibilities
Office Administration & Client Experience
- Manage incoming calls with professionalism and a friendly demeanor
- Welcome and greet clients, maintaining a polished and inviting office environment
- Handle mail distribution and general office coordination
- Schedule appointments and prepare meeting materials, including reports, presentations, and documents
- Maintain office supplies and overall organization
Operations & Client Support
- Assist with day-to-day firm operations, including account administration and client onboarding
- Support client service activities such as account opening, money transfers, and inquiries
- Collaborate with custodians (e.g., Fidelity) and internal teams
- Ensure timely, accurate handling of client requests while maintaining confidentiality
- Perform data entry, filing, and document management with high attention to detail
- Support compliance-related tasks and stay informed on industry regulations
- Work closely with advisors, operations, and marketing teams to support firm initiatives
- Assist with marketing efforts, including webinars and client events
Qualifications
- Strong organizational and time management skills with the ability to multitask
- Excellent communication and interpersonal skills with a client-first mindset
- High attention to detail and accuracy in handling data and documents
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Ability to work effectively in a collaborative, team-oriented environment
- High school diploma required; Bachelor’s degree in Finance, Business Administration, or related field preferred
- Experience in administrative or operations roles (financial services or RIA experience is a plus)
- Familiarity with custodial platforms (e.g., Fidelity) is preferred but not required
Benefits
- Competitive compensation based on experience
- Comprehensive benefits package including:
- 401(k)
- Health insurance
- Flexible spending account
- Paid time off and holidays
- Opportunity for professional growth within the financial industry
- Supportive and collaborative work environment
This role is ideal for someone early in their career who wants exposure to both office administration and financial operations, with a clear pathway for growth into more advanced client service or operations roles.
Schedule:
-Full Time
-Monday to Friday
-In Person
-Newport Beach, CA
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
Compensation Package:
Experience:
- Financial Services: 1 year (Required)
Ability to Commute:
- Newport Beach, CA 92660 (Required)
Work Location: In person
