Operations Associate

Company Description Axiom Wealth Management is dedicated to partnering with clients to achieve a financially secure future for them and their families. Using a client-focused, personalized planning approach, we help identify goals, create tailored financial plans, implement world-class solutions, and adapt as life evolves. Our commitment to serving with mutual trust and transparency defines the Axiom experience and strengthens our client relationships.

Role:

Operations Associate Why this role matters At Axiom, client experience is everything. As an Operations Associate, you're the engine behind seamless service—coordinating meetings, moving paperwork from "in progress" to "approved," and freeing our advisors to focus on clients. You'll learn how a modern wealth firm runs, support high impact client moments, and grow into training and leadership responsibilities. No finance experience? We'll train you. If you're organized, detail-oriented, and communicate clearly, we'll teach you the rest. You'll learn our systems, industry basics, and best practices—plus we'll support you in obtaining required licenses. The Opportunity As an Operations Associate at Axiom, you'll build real operational breadth—owning everything from scheduling top-tier client meetings and managing birthday campaigns to providing "white glove" service to our clients and supporting our financial planning team. Your precision and proactive follow-through will keep client data spotless, approvals on time, and advisors free to focus on delivering exceptional advice. Join our values-driven, multi-generational firm and grow your career by delivering meaningful outcomes that power both client satisfaction and firm success.

How We Work:

Axiom Standards (what you'll embody)

Curiosity:

Continuously seek to learn and improve your understanding of operational processes and client needs. Communicating with

Clarity and Candor:

Ensure all communications are clear, transparent, and honest, fostering trust and understanding with clients and colleagues.

Purposeful Servant leadership:

Prioritize the needs of clients and colleagues, demonstrating empathy and commitment to their success and well-being.

Precision Financial Planning:

Execute all tasks with meticulous attention to detail, ensuring accuracy and reliability in financial planning and service work. Embracing a

Culture of Excellence:

Strive for excellence in all aspects of your role, consistently delivering high-quality work and seeking opportunities for improvement. Key Responsibilities Process Service Work Process Ownership Changes on Risk Management Products. Process Policy Loan request and set up repayments. Process Insurance Claims. Manage and monitor overdue payment processes. Assist clients in updating ACH Bank Account information when requested on both risk products and investment accounts. Assist clients in updating Beneficiary information on Life Insurance Contracts and investment accounts. Work with insurance brokers as needed to service client needs with outside carriers. Assist with Case Prep for Meetings - Process Insurance Illustrations and generate Review Meeting Reports. Insurance & Investment Account Processing Work with Client Service Specialist and complete Insurance Applications for submission and send to clients for E-Signature. Schedule Paramedical Exams as needed. Assist Client Service Specialist manage underwriting process, follow-up on outstanding requirements. Prepare policy delivery documents and report to home office. Prepare Investment Account paperwork and send to clients for E-Signatures. Assist Client Service Specialist with Post Account set-up on investment accounts. Review Case Notes prior to completing action. Complete action items efficiently and in a timely manner. Job Qualifications Bachelor's degree in finance, business or related field. Candidate must obtain Health & Life Insurance Licensing within the first 60 days of employment. Series 7 Investment Licensing must be obtained within 18 months of employment ( SIE, Series 7 & Series 63 ). Strong relationship building skills. Must have the ability to multi-task and time management skills to set priorities and meet deadlines. Ability to work in a fast-paced environment. Excellent written and verbal communication skills. Strong analytical skills.

Pay:

$45,000.00 - $50,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Parental leave Professional development assistance Vision insurance

Work Location:

In person