Operations Assistant

Operations Assistant to the Director of Operations (Part-Time)

Company:

Old Forge Wealth Management, LLC Location:

In-Office —

Warwick, RI Employment Type:

Full Time (In-Office) Monday-Friday, 8:30 AM-4:30 PM or 9:00 AM-5:00PM Reports to: Director of Operations Position Overview Old Forge Wealth Management is seeking a full-time Operations Assistant to provide administrative and operational support to our Director of Operations. Responsibilities include answering phones, scheduling appointments, maintaining accurate filing and documentation, and assisting with day-to-day operational tasks. This is an in-office position in Warwick, RI. We're looking for someone who is detail-oriented, dependable, and comfortable handling confidential information. This role may have the opportunity to transition into a full-time position in the future based on performance and business needs. Key Responsibilities Phone & Front-Line Support

• Answer incoming phone calls with a professional, friendly demeanor
• Route calls appropriately, take accurate messages, and ensure timely follow-up
• Provide general administrative support and assist with day-to-day operational requests Scheduling & Calendar Management
• Schedule appointments and maintain calendars using Microsoft Outlook
• Confirm meetings and appointment details, communicate changes promptly, and prevent scheduling conflicts
• Coordinate logistics and ensure appointment and meeting details are accurate Filing, Recordkeeping & Documentation
• Maintain organized electronic and physical filing systems
• Scan, upload, label, and properly store documents according to internal procedures
• Ensure documentation is accurate, complete, and easily retrievable
• Support routine office administration including scanning, copying, mailing, and document preparation Operations & Systems Support
• Maintain accurate notes, tasks, and records in Redtail CRM
• Organize and manage client documentation in Redtail Imaging
• Assist with basic account and operational workflows using Schwab Advisor Platform
• Support administrative and reporting tasks as needed using Black Diamond
• Follow internal procedures related to confidentiality, document retention, and client information handling Technology & Systems You'll Use
• Black Diamond (client/portfolio reporting support)
• Redtail CRM & Redtail Imaging (client notes, tasks, and document storage)
• Microsoft Outlook (email and scheduling)
• Schwab Advisor Platform (custodian/account-related workflows) Training will be provided; candidates should be comfortable learning and working across multiple systems daily. Key Factors for Success
• Professional phone presence and strong communication skills
• Exceptional attention to detail and consistent follow-through
• Strong organization skills for filing, documentation, and administrative work
• Comfort managing schedules, calendars, and appointment coordination
• Reliability, discretion, and ability to handle confidential information
• Ability to work independently while supporting the team Qualifications Required
• Strong attention to detail and ability to complete tasks accurately and consistently
• Comfort using technology platforms and learning new systems
• Proficiency with Microsoft Outlook (email + calendar scheduling)
• Strong written and verbal communication skills
• Ability to maintain confidentiality and follow established processes Preferred
• Experience in an administrative assistant, operations support, or similar role
• Experience with Redtail CRM and/or Redtail Imaging
• Familiarity with Schwab Advisor Platform (or similar custodian platform experience)
• Exposure to Black Diamond or other portfolio reporting tools
• Experience in wealth management, financial services, or a professional office environment Compensation & Benefits
• Compensation TBD
• Sick leave
• Must be able to pass a background check

Job Type:

Full-time Pay:

$18.00 - $25.00 per hour

Work Location:

In person