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NewRetirement logo
NewRetirement

Making financial planning more understandable and effective for a person’s entire life

Operations Manager – Services Assistant

OperationsOperationsOtherRemoteMid LevelTeam 11-50H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

114 days ago

Salary

$85K - $100K / year

Seniority

Mid Level

2 yrs expEnglish

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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