Job Description

Title: Operations Associate

Location: Bend, OR

Job Type: Fulltime

Firm Overview:

Client is a locally owned, fee-based fiduciary firm committed to helping families discover their deeper financial purpose and align their wealth with their values. Based in Bend, Oregon, we serve individuals and families across the West Coast with a high-touch, personalized approach. We believe that client is more than just money it's about values, purpose, and legacy. As a trusted financial partner, we aim to be our clients' financial family.

Position Summary:

The Operations Associate is an integral part of our team. This position blends operational excellence with client service and thoughtful relationship management. You will be responsible for preparing paperwork, managing our database, scheduling meetings, planning office events, and elevating overall client experience.

Qualifications:

We are looking for someone who:

• Demonstrates professionalism, integrity, and discretion with client information
• Highly organized with the strongest attention to detail
• Is warm, service-oriented, and enjoys building meaningful relationships
• Communicates effectively both verbally and in writing
• Comfortable with technology
• Has emotional intelligence and a client-first attitude
• Enjoys working as part of a team

Education & Experience:

• Bachelor's degree preferred
• Proficiency in data entry and document management preferred
• Experience with DocuSign preferred

Key Responsibilities:

Client Support

• Prepare client paperwork and ensure accuracy and onboarding completion
• Lead on phones, and texts/SMS messages
• Respond to administrative client inquiries promptly and accurately
• Manage calendars and schedule client meetings
• Ensure CRM data integrity and maintain client records

Office Events:

• Coordinate team events including but not limited to volunteering in community, office parties, client events, and general community participation.
• Assist in development of program, and event coordination.

Technology & Process Improvement:

• Develop fluency in firm tech platforms (CRM, Schwab custodial systems)
• Support firm-wide training and process improvements

Benefits:

• Bonus Potential: Semi-annual bonuses based on team performance
• 401(k) plan with employer matching and immediate vesting
• Work-from-home flexibility as appropriate
• Professional development support (designations, CE credits, training)
• Casual office environment with professional standards
• Career growth opportunity

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