Operations Associate

About Us
At Arista Wealth Management, we’re redefining the wealth management experience. Our firm is built on bold innovation, operational excellence, and an unwavering commitment to growth. We empower our team to excel, value every idea, and foster a collaborative environment where careers flourish and impact matters. If you’re looking for a workplace that’s as ambitious as you are, you’ve found it.

About the Role
As an Operations Associate, you’ll play a vital role in keeping our business running efficiently behind the scenes. You’ll ensure that internal processes are streamlined, client data is precise, and systems like Redtail CRM and Orion Advisor Tech are optimized for peak performance. This is your chance to contribute to a high-impact team while developing skills that set you apart in the industry.

What You’ll Do!

• Drive Operational Excellence: Handle account maintenance, transfers, and reconciliations across multiple custodians like Schwab, Fidelity, and TD Ameritrade.
• Data Management: Maintain clean, accurate client records in Redtail CRM and optimize performance reporting in Orion Advisor Tech.
• Support Key Workflows: Administer operational workflows for 401(k) and cash balance plans, ensuring precision, timeliness, and compliance.
• Technology Champion: Help integrate, manage, and troubleshoot advanced systems to ensure smooth day-to-day operations.
• Compliance and Quality Control: Assist with regulatory reporting, audits, and document retention to uphold firm standards.
• Streamline Processes: Identify and implement improvements to workflows, increasing team efficiency and accuracy.
• Collaborate Across Teams: Work closely with advisors and leadership to support firm initiatives and ensure seamless operations.

What You Bring!

• Experience: 3-5 years of operations experience within an RIA or financial services firm.
• Technical Skills: Proficiency with Redtail CRM, Orion Advisor Tech, and Microsoft Office Suite; strong familiarity with custodian systems like Schwab and Fidelity.
• Attention to Detail: A meticulous eye for accuracy, data integrity, and process consistency.
• Problem-Solving Mindset: Ability to think critically, anticipate challenges, and develop effective solutions.
• Organizational Excellence: Proven ability to manage multiple priorities, meet deadlines, and streamline processes.
• Industry Knowledge: Solid understanding of RIA operations, workflows, and regulatory requirements.
• Professionalism: Strong verbal and written communication skills with a collaborative, team-first attitude.
• Growth-Oriented Mindset: Passion for learning, improving processes, and adopting new technologies.

What Makes Us Different?

• Cutting-Edge Innovation: We equip our team with the latest tools, including Redtail CRM and Orion Advisor Tech, to stay ahead of the curve.
• A Culture of Growth: Your success is our success. We provide hands-on training, mentorship, and opportunities for you to elevate your career.
• Dynamic Team Environment: Join a collaborative, energetic team that celebrates wins, values feedback, and supports one another.
• Work-Life Balance That Works: Competitive benefits, flexible policies, and a focus on your overall well-being.
• Excellence in Action: At Arista, good is never enough. We aim for greatness in everything we do, delivering impact for clients and teammates alike.

*** Required Qualifications ***

• Experience: 3-5 years in operations within an RIA or financial services firm.
• Technology: Proficiency in Redtail CRM, Orion Advisor Tech, and Microsoft Office Suite.
• Custodians: Familiarity with Schwab, Fidelity, or similar systems.
• Attention: High-level accuracy and data integrity.
• Organization: Ability to prioritize and manage multiple tasks efficiently.
• Communication: Strong written and verbal skills.
• Problem-Solving: Critical thinking and solution-focused mindset.

*** Preferred Qualifications ***

• 401(k): Experience administering 401(k) and cash balance plans.
• Compliance: Exposure to audits, regulatory reporting, or documentation processes.
• Improvement: Familiarity with workflow optimizations and efficiencies.
• Training: Ability to onboard and train team members on systems.
• Education: Bachelor’s degree in Finance, Business Administration, or a related field.

Why Join Us?
When you join Arista Wealth Management, you’re joining a team that values your potential, invests in your growth, and empowers you to make a real impact. We don’t just work together; we succeed together.

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Experience:

• Operations management: 3 years (Required)
• RIA: 3 years (Preferred)

Ability to Commute:

• Las Vegas, NV 89148 (Required)

Ability to Relocate:

• Las Vegas, NV 89148: Relocate before starting work (Required)

Work Location: In person

Salary : $60,000 - $75,000