Operations Assistant

Operations Assistant Vista Wealth Solutions Center Valley, PA Job Details Full-time $38,000 - $45,000 a year 16 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Record keeping Microsoft Excel Client onboarding Microsoft Outlook Phone communication Databases Administrative experience Database management Task prioritization Microsoft Teams CRM system proficiency Managing executive calendars Associate's degree Communication skills Account opening Entry level Client interaction via phone calls Full Job Description Operations Assistant Position Overview We are seeking a detail-oriented and client-focused professional to support a financial advisor in delivering exceptional service and maintaining efficient day-to-day operations. This role plays a critical part in ensuring a seamless client experience while handling a variety of administrative and operational responsibilities. Key Responsibilities Serve as the primary point of contact for client inquiries via phone and email, providing prompt and professional responses Manage the advisor's calendar, including scheduling client meetings, coordinating logistics, and handling follow-ups Prepare meeting materials, reports, and client documentation to support advisor-client interactions Assist with account-related processes, including account opening, transfers, and paperwork completion Maintain accurate and up-to-date client records within CRM systems Track, prioritize, and follow up on outstanding tasks and client requests to ensure timely completion Support compliance efforts by maintaining proper documentation and adhering to recordkeeping standards Assist with client onboarding and contribute to overall office operations as needed Qualifications and Skills Preferred Prior customer service or administrative experience in a business environment Strong administrative skillset, organized and comfortable with client communication and interaction Associate's degree preferred, but not required Microsoft Office Skills - Outlook, Excel, PowerPoint, Teams, OneNote Familiarity with CRM software or client database management Compensation & Benefits Office location will be Center Valley, PA Opportunities for professional development Benefits include Health, Dental, Vision, 401(k) with match, PTO + holidays Supportive, collaborative, positive and growth-oriented work environment