Job Overview
We're looking for a highly organized Operations Associate to help keep our business running smoothly. This role is responsible for maintaining accurate data, supporting internal processes, coordinating operational tasks, documenting procedures, and assisting with technology and administrative initiatives across the firm.
This role reports directly to the COO and is ideal for someone who enjoys maintaining organized systems, following established procedures, documenting workflows, and helping team members use our technology effectively
You'll support operational projects by helping with data cleanup, testing, documentation, training materials, and coordination of tasks associated with system updates and technology changes. While much of the role centers around maintaining operational consistency and data accuracy, you'll also have opportunities to contribute to projects that improve how we work and scale the business.
As you become familiar with our systems and processes, you'll have opportunities to take on additional responsibilities and contribute to special projects across the firm.
Why This Role Matters
This role helps ensure our day-to-day operations stay organized, accurate, and consistent. By maintaining data quality, supporting internal processes, and helping keep projects moving forward, you'll play an important role in helping the team serve clients effectively.
What You'll Be Doing
Help Keep Our Data Accurate
We rely on data across multiple systems every day. You'll help ensure the information in our CRM and other platforms is accurate, complete, and up to date. That may mean performing regular data reviews, updating records, correcting errors, maintaining CRM data quality, and assisting with data-related projects as needed.
Document How We Work
As our business grows, clear processes become increasingly important. You'll help create and maintain process documentation, workflows, procedures, and training materials so work can be completed consistently and efficiently across the team.
Support Technology & Operational Projects
You'll assist with system enhancements, technology rollouts, integrations, and platform migrations. Whether we're implementing a new process, improving an existing workflow, or introducing new technology, you'll help ensure things are organized, documented, tested, and successfully adopted.
Solve Problems
When operational issues arise, you'll help investigate, troubleshoot, and coordinate solutions. Some issues you'll resolve independently; others you'll escalate to the appropriate team member or vendor. Either way, you'll help keep things moving forward.
Look for Better Ways to Work
We value continuous improvement. If you see a process that could be simplified, documented more clearly, or improved through technology, we want to hear about it.
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Application Question(s):
- How many years of operations experience do you have?
- How many years of project management do you have?
- What CRM systems have you used?
- Are you proficient in Microsoft Office Suite?
Work Location: In person
