Operations Associate

Position Summary:

The Operations Associate provides a wide variety of support services to the Operations, Client Service, and C-Suite Teams. An Operations Associate follows established procedures to perform standard tasks, resolve questions and problems, and have routine contact with team members, clients, and vendors.

Responsibilities Include:

· Establish, maintain, and update prospect/client files, database records, and/or other documents. Assist with client onboarding documentation.

· Provide weekly/monthly/quarterly data management support for Orion and Salesforce

· Prepare documents, meeting agendas, and presentations for company-wide and management meetings as needed.

· Provide calendar and travel management for C-Suite as needed.

· Provide back-up support for the Office Coordinator.

· Support the planning and execution of Team functions and meetings.

· Perform other duties and responsibilities as assigned.

Position Requirements:

The requirements listed below are representative of the knowledge, skill, and/or ability required in this job position.

• Absolute integrity at all times.

• Uphold a professional image with external and internal business contacts.

• Work ethically and with integrity, including maintaining client and firm confidentiality.

• Maintain the highest level of discretion with confidential and sensitive information.

• Professional, service-oriented demeanor with pleasant, business-appropriate phone manners.

• Strong verbal communication skills to express ideas and thoughts in a clear, professional manner.

• Effective problem-solving skills.

• Ability to work simultaneously on multiple projects.

• Ability to follow instructions, including a strong adherence to meet deadlines.

• Excellent organizational skills to prioritize and complete work efficiently.

• Detail-oriented to ensure the accuracy of reports, correspondence, and databases.

• Mathematical skills to gather data involved in preparing reports.

• “Team player" mindset, willingness to do whatever is needed, big or small.

Minimum Education and Experience

• High school diploma, required; Bachelor’s degree, preferred

• 2 years of administrative support experience required

• Proficiency in Microsoft Excel, Word, and Outlook, required

• Experience with Salesforce CRM preferred

Benefits:

• 5 weeks of PTO annually

• Medical, Dental, and Vision Insurance

• Long Term and Short Term Disability

• Employer paid Life and AD&D insurance with the option to purchase additional coverage

• 401(k) with company match

• Bonus Plan

• Educational Reimbursement plan to include Tuition Reimbursement and Continuing Education/Designation Renewals

About Us:

We specialize in helping our clients navigate difficult life transitions by providing comprehensive financial planning services. Our ultimate objective, in every interaction, is to make our clients say, “Wow!” At Campbell Wealth, we pride ourselves on hiring teammates who will embody this goal.

Job Type: Full-time

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

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Day shift

Supplemental pay types:

• Bonus opportunities

Experience:

• Administrative Support: 2 years (Required)

Work Location: In person

Salary : $60,000 - $75,000