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Making financial planning more understandable and effective for a person’s entire life
Operations Manager – Services Assistant
Location
United States
Posted
114 days ago
Salary
$85K - $100K / year
Seniority
Mid Level
Job Description
Operations Manager – Services Assistant
NewRetirement
• Serve as operational partner and right-hand to the Head of Services • Oversee daily workflows to ensure alignment, accountability, and consistency across advisors and coaches • Manage scheduling, e-mail campaigns, workload tracking, and demand vs. capacity planning • Support onboarding of new advisors and coaches; continuously improve the onboarding experience • Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible • Maintain and manage the compliance calendar • Build and maintain dashboards that provide accurate, real-time visibility into performance metrics • Identify inefficiencies and implement scalable process improvements
Job Requirements
- 2+ years of experience in operations, client service, or administrative support within an RIA, wealth management firm, or financial services environment
- 2+ years of supervisory or contractor management experience preferred
- Working knowledge of RIA operations, compliance processes, billing, and advisor workflows
- Strong proficiency in Google Sheets (dashboard building required)
- Experience auditing work for quality and tracking performance metrics
- High attention to detail and strong follow-through
- Clear, professional written communication skills
- Ability to manage recurring operational processes with consistency and reliability
Benefits
- Competitive salary
- Professional growth and development opportunities
- Inclusive and diverse workplace culture
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