Operations Coordinator
$50,000–$60,000 year
HybridSaint Augustine, Florida, United States
Job Summary
Coordinate and improve operational workflows across the practice while developing and maintaining standard operating procedures. Monitor operational priorities and recurring business activities to support automation initiatives and firm scalability. Serve as an internal resource for Redtail CRM, RightCapital, and DocuSign by maintaining workflows, templates, and system documentation. Assist with technology implementations, vendor support, and process improvements to ensure consistent system utilization. Maintain operational documentation, workflow guides, and training materials while coordinating the firm's recurring client service calendar. Support quality control efforts and assist with vendor relationships to resolve operational matters and enhance the client experience.
Required Qualifications
- 3+ years of operations, client service, business administration, or financial services experience
- Highly organized with exceptional attention to detail
- Strong project management, analytical, and problem-solving skills
- Excellent written and verbal communication skills
- Self-motivated, resourceful, and comfortable managing multiple priorities in a collaborative, fast-paced environment
- Passion for continuous improvement and building scalable operational processes
Desired Qualifications
- Experience within wealth management, financial planning, investment operations, banking, or another professional services environment
- Experience with CRM systems and business technology platforms
- Redtail CRM experience
- RightCapital experience
- DocuSign experience
- Proficient with Microsoft Office and cloud-based business applications
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.