Practice Operations Associate

We're looking for a Practice Operations Associate to serve as the administrative powerhouse for our growing financial services team. In this role, you'll be more than an administrator—you'll be a trusted business partner who helps advisors deliver exceptional client experiences while ensuring critical operational processes are executed with excellence.

Why Join Us?

At our practice, operational excellence is highly valued. You'll work alongside experienced advisors, gain deep exposure to the wealth management industry, and have opportunities to grow your career in a collaborative, client-focused environment.

We invest in team members who are curious, motivated, and committed to continuous improvement.

What You'll Do

Drive Operational Excellence

• Manage the administrative lifecycle of investment and insurance business, including applications, transfers, account maintenance, and service requests.
• Ensure all client documentation is complete, accurate, and compliant.
• Monitor workflows and proactively move cases forward to completion.

Maintain Critical Systems & Data

• Keep CRM and broker-dealer systems accurate and up to date.
• Perform regular audits and quality checks to maintain data integrity.
• Support reporting and operational tracking efforts.

Coordinate Advisor Activity

• Manage advisor calendars, appointments, and workflow priorities.
• Help maintain an organized and efficient daily operating rhythm.

• Coordinate follow-ups and ensure key deadlines are met.

Deliver Outstanding Client Support

• Serve as a primary point of contact for clients, advisors, and industry partners.
• Resolve administrative requests and outstanding requirements promptly.
• Help create seamless, professional service experience for every client interaction.

Support Meetings & Client Reviews

• Prepare meeting materials and client documentation.
• Organize digital files and records.
• Capture detailed notes and action items to support follow-up activities.

Continuously Improve Processes

• Identify opportunities to streamline workflows and increase efficiency.
• Recommend and implement improvements that reduce administrative friction.
• Contribute to a culture of operational excellence and continuous learning.

What Makes You a Great Fit

Required Experience

• 2+ years of experience in wealth management, broker-dealer operations, financial services support, or a related administrative role.
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities while maintaining a high degree of accuracy.
• Professional communication and client service skills.

Preferred Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience as a Client Service Associate, Administrative Assistant, or Operations Specialist within financial services.
• Familiarity with custodial and advisor technology platforms such as Wealthscape, eMoney, Envestnet, or Hearsay Social.
• Experience with CRM systems such as Salesforce or Advisor360.

Technical Skills

• Proficiency with Microsoft Outlook, Excel, Teams, and OneNote.
• Comfortable learning new technology and navigating multiple systems.

Compensation & Benefits

• Base Salary: $50,000 - $60,000 with performance-based bonus eligibility
• Primary Location: Center Valley, PA with hybrid work options
• Professional development and growth opportunities within a respected wealth management practice

Ready to Make an Impact?

If you're a highly organized professional who takes pride in delivering exceptional support, improving processes, and helping a team succeed, we encourage you to apply. Your attention to detail and commitment to excellence can make a meaningful difference for both our advisors and our clients.