Administrative Operations Specialist

Your Role

Prepare and process client onboarding, account implementation, and maintenance documentation with accuracy and care.

Serve as a trusted operational partner to Client Service teams, providing timely support on account activity, service needs, and process questions.

Manage a high volume of detailed and recurring tasks in a fast-paced environment while maintaining organization, accuracy, and follow-through.

Gather, enter, and maintain client information in Salesforce, protecting the accuracy and integrity of client records.

Learn and navigate complex systems, custodial platforms, workflows, and operational requirements.

Process money movement and investment-related requests, including capital calls, distributions, journals, trades, and asset transfers.

Monitor custodial alerts and research account, system, or data discrepancies, communicating progress and escalating issues when needed.

Follow established policies and workflows while identifying thoughtful opportunities to improve efficiency, reduce errors, and strengthen the experience for clients and teammates.

Partner with the Client Service Operations leadership and internal teams to document and update procedures and support process-improvement initiatives.

Respond to requests promptly, track work through completion, and proactively follow up to ensure clients and teammates receive dependable support.

Your Experience

Minimum of 2 years of relevant experience in financial services industry required; preferably with a Registered Investment Advisor (RIA), investment management firm, or bank

Undergraduate degree desired; Business, Economics, Finance, or Accounting preferred. High school diploma, completed GED, or equivalent required.

Excellent interpersonal and verbal/written skills

Self-motivated with a proven ability to work in a fast-paced, deadline oriented, evolving work environment

Excellent organization, prioritization, and time management skills

Must be detail oriented with a high degree of accuracy

Takes pride in providing exceptional support and consistency to clients and the team

Strong computer skills; proficiency in Microsoft Office products (Word, Excel, Windows) required

Knowledge of Salesforce CRM, Tamarac, and banking or financial custodian platform preferred

Expected to learn other position-related systems on the job

This role is an in-office, full-time, and non-exempt position. Hours are Monday through Friday - 8:00 am - 5:00 pm Scottsdale time. We are a work from office culture with lots of flexibility.

Compensation:

Pay : $29.00 - $36.20 per hour ($60,000 - $75,000 annually). This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay in accordance with applicable federal, state, and local law. The posted range reflects estimated annualized earnings based on our standard, M-F 40-hour work week.

Ownership & Financial Wellbeing

Fully paid medical, dental, and vision coverage for employees

401(k) with 100% match up to 3% of annual compensation

Equity ownership opportunities for every employee

New Business Incentive Program

Generous employee referral bonus

Cell phone data reimbursement

Financial planning services discount for employees and immediate family members

Time & Flexibility

Minimum 3 weeks PTO starting Day 1

Winter Break, Summer Friday flex-days, and 10 paid holidays

Unlimited Volunteer Time Off plus company grant matching

Heavily subsidized transit

Growth & Development

100% reimbursement for required training, certifications, licensing, and dues

Personal career development plans

Richer Life Business Partner (coaching for all employees)

Mindful Emotional & Social Intelligence training

Annual professional & personal wellbeing stipend

Connection & Community

Quarterly team-building events

Regular social events

Employee-led book clubs, committees, and affinity groups

Family & Milestones

Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)

Adoption benefits

Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years