Operations Assistant

We are seeking a motivated and detail-oriented Operations Assistant to support our Senior Operations Director in managing the day-to-day operational needs of the firm. This role plays a critical part in ensuring a seamless client experience through efficient account setup, servicing, and onboarding.This position is ideal for someone with a strong work ethic, a positive attitude, and a desire to grow within the financial services industry. There is a clear path for upward mobility as skills and experience develop.Key ResponsibilitiesAssist with opening and servicing investment accountsSupport the Senior Operations Director with daily operational workflows and client requestsHelp manage and track client onboarding to ensure smooth and timely experienceCoordinate paperwork, documentation, and follow-ups with clients and custodiansContribute to client experience initiatives, ensuring a high level of service and communicationAssist with marketing efforts, including client communications, events, and outreach initiativesMaintain accurate client records and ensure compliance with firm and regulatory standardsWork collaboratively with advisors and team members to support overall firm operationsQualificationsStrong attention to detail and organizational skillsExcellent communication and interpersonal abilitiesSelf-starter with a positive attitude and willingness to learnAbility to manage multiple tasks and meet deadlines in a fast-paced environmentTeam-oriented mindset with a commitment to delivering excellent client servicePrior experience in financial services or operations is a plus but not requiredGrowth OpportunityThis role is designed for long-term development. As your skill set expands, you will have the opportunity to grow into more advanced roles within the firm, with increased responsibility and compensation.What We OfferCompetitive base salary (commensurate with experience)Bonus opportunities and profit sharingComprehensive benefits package (health, dental, vision)Ongoing training and professional developmentA supportive, team-first cultureClear path for career advancement within the firmHow to ApplyInterested candidates should submit a resume, cover letter, and three professional references to SWA@NM.com. Applications missing any of these components will not be considered.