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Responsibilities:
- Own day-to-day operational workflows and execution.
- Oversee client onboarding and key service processes.
- Manage CRM systems, tasks, and follow-through across all touchpoints.
Requirements:
- 2+ years financial services experience.
- Intermediate knowledge of CRM, workflow design, and MS products.
- Organized, detail-oriented, and highly accountable.
Benefits:
- Health insurance stipend.
- Permanently remote with equipment provided.
- Growth opportunity.
Nardis Advisors
Nardis Advisors is a growing, independent financial advisory firm based in New York. They focus on delivering financial advice and are seeking a proactive operations associate to drive execution and efficiency.