Job Overview We're a growing financial advisory and tax services firm looking for a dependable, detail-oriented person to join our team as a Client Operations Specialist. This position is a great opportunity for someone who enjoys organization, working with details, solving problems, and making sure things get done correctly. You'll be responsible for preparing and processing financial paperwork, keeping track of outstanding requests, and following through to make sure everything is completed. You don't need a background in financial services. We're happy to train the right person! What matters most to us is your attitude, attention to detail, willingness to learn, and ability to take ownership of your work. What You'll Do Prepare and process financial account paperwork, including new accounts, transfers, and other account requests. Review documents carefully to make sure information is accurate and complete. Track paperwork from start to finish, following up on outstanding items until they're resolved. Communicate with financial institutions and team members to resolve questions or missing information. Maintain accurate client records and organize documents in our systems. Manage multiple tasks and deadlines while keeping everything organized. Help improve processes and find ways to make our operations more efficient. What We're Looking For We're looking for someone who: Pays attention to the details. You take pride in getting things right and catch mistakes others might miss. Follows through. You don't just start a task — you make sure it gets finished. Stays organized. You can manage several things at once without losing track of what's important. Takes initiative. You recognize what needs to be done and don't always wait to be asked. Enjoys learning. You're comfortable asking questions, receiving feedback, and learning new skills. Is comfortable with technology. You can navigate computer programs, manage electronic documents, and learn new systems. Works well with others. You're friendly, dependable, and willing to help wherever needed. Experience Previous financial services experience is not required . Experience in administrative support, banking, insurance, customer service, office operations, or another detail-oriented position would be helpful. More importantly, we're looking for someone with a strong work ethic, good judgment, and the ability to learn and grow into the role. What We Offer A supportive, team-oriented work environment. Hands-on training in financial services operations. An opportunity to develop valuable professional skills. Meaningful work where accuracy and follow-through make a real difference. Opportunities to grow and take on additional responsibilities. Interested in Joining Our Team? We'd love to hear from you! Please submit your resume and tell us a little about yourself. We're especially interested in learning about your experience staying organized, solving problems, and managing details.

Pay:

$45,000.00 - $49,000.00 per year

Benefits:

401(k) Paid time off

Work Location:

In person