Operations Associate

Company Description Hoffman Financial Group, based in Atlanta, Georgia, is an independent financial planning firm specializing in retirement, tax, and estate planning, alongside offering life insurance and investment management services. Known for its personalized and comprehensive approach, Hoffman Financial Group focuses on principal protection, wealth accumulation, income planning, and legacy planning. The firm is led by founder Chris Hoffman, who also hosts "Money Unleashed" and "The Money Report," providing valuable insights into financial management weekly. As part of a regulated industry, the company prioritizes professionalism and transparency in all client interactions. Role Description The Operations Associate will support the day-to-day functions of the firm by managing operational processes, streamlining business efficiencies, and ensuring compliance with regulations. Responsibilities include overseeing client onboarding, managing data entry and client records, coordinating inter-departmental workflows, and serving as a key point of contact for client inquiries. This is a full-time, on-site position located in Alpharetta, GA, requiring strong organization, communication, and attention to detail. Qualifications Strong skills in Operations, Workflow Management, and Process Improvement Excellent Interpersonal Skills and Customer Service mindset Proficiency in Analytical Skills for problem-solving and decision-making Effective Communication abilities, both verbal and written, with attention to detail Experience with customer relationship management (CRM) systems is beneficial (Salesforce specifically) Ability to work collaboratively in a team and independently Working knowledge of the financial planning or wealth management industry is a plus Bachelor's degree in Business Administration, Finance, or a related field is preferred