Operations Associate

Our client, a growing wealth management firm, is seeking an Operations Associate to handle insurance operations, marketing support, and key administrative duties. This full-time role requires someone who is highly organized, detail-oriented, and efficient. Key Responsibilities Administrative & Client Support: Maintain CRM by merging duplicate records, updating contact information, and creating new opportunities. Handle client service requests (beneficiary updates, basic banking, contact info), and manage life insurance exam scheduling. Manage calendars across multiple time zones, ensuring meetings are confirmed and rescheduled as needed with minimal errors. Order supplies, assist with team events, and complete various clerical projects. Insurance Operations: Run insurance models (term, whole life, variable, LTC, annuities) and prepare case notes, annual reviews, and external insurance quotes. Marketing & Event Support: Generate new prospects via feeds lists, update the CRM, and track referrals. Manage client communications including newsletters, email campaigns, and event registration. Update the website, schedule LinkedIn posts, and assist with marketing and retirement seminar planning (flyers, invites, etc.). Qualifications 3-5 years of experience in an operations or practice management role. Reliability (M-F), detail-oriented, and efficient in managing multiple tasks. Strong communication skills, comfortable managing calendars and client service tasks. Proficiency in Microsoft Outlook and CRM systems. Experience in insurance and financial services marketing preferred. Excellent organizational and multitasking skills. Compensation $60,000-70,000 base salary