Operations Associate

Position Overview:

Responsible for supporting the firm’s Advisors and Financial Planning Associates to coordinate and organize all servicing and administrative activities of the Firm’s existing and prospective client base. The Operations Associate must exhibit great attention to detail, excellent communication and time management skills, good judgment, and an ability to take initiative and prioritize daily tasks. This position has numerous opportunities to be actively involved in various projects as the firm continues to grow.

Position Core Characteristics

  • Ability to provide a high level of service and compassion to client relationships
  • Dedication to high-quality of work and significant attention to detail
  • Curiosity to learn more and implement problem-solving skills
  • A true passion for innovation (you’re excited about learning new software and you learn fast)
  • Excellent verbal and written communication
  • Proactive team player – able to work in a fast-paced environment
  • Ability to prioritize tasks and manage workflow to meet deadlines.

Position Responsibilities:

  • Manage client service calendar, ensuring clients meetings are scheduled on time and documented in our systems properly.
  • Keep client information up to date across all technology platforms
  • Troubleshoot technology and office issues and find solutions.
  • Create and process client paperwork at Fidelity and through DocuSign. Coordinate the establishment of new investment accounts as well as ongoing maintenance to existing investment accounts quickly and accurately, with emphasis to maintain a positive client experience and effective communication to client and team members on progress
  • Assist in the transfer of funds and securities, beneficiary and address changes, issue checks as requested, and ensure a high level of accuracy with client data
  • Monitor and reconcile daily client activity and data integrity between internal and custodian software to ensure accuracy
  • Maintain electronic filing system of client and firm related documents to be consistent with firm and compliance requirements
  • Improve upon established workflows by identifying bottlenecks and implementing solutions.
  • Document or update standard operating procedures for operations tasks.
  • Be available to support the Advisor with ad hoc client service needs and project support as needed.
  • Assist with organization and data gathering of various reports and research in preparation for client meetings and/or quarterly projects.
  • Organize and execute client education events and client appreciation events.
  • Publish Newsletter and maintain distribution lists.
  • Run billing and compliance reports and data audits


  • Bachelor’s Degree from an accredited college or university
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Experience with client relationship management (CRM) and portfolio management (PM) software a plus.


Our goal is to create an environment where you create the best work of your career. In order to do that we offer:

  • Professional Development– We focus on a culture of learning. We offer full financial reimbursement for almost all professional development interests and efforts.
  • Salary– Range of $50,000- $60,000
  • 401k – We offer the opportunity for you to contribute to a 401k directly from your paycheck and make an employer contribution of 3% of your salary.
  • Flexible PTO – Having plentiful “off the grid” time is a key to doing your best work. We offer flexible PTO. Take time when you need it. Everyone must take at least 10 days per year, and we highly encourage more.
  • Benefits– We offer short-term and long-term disability insurance, healthcare stipend and a company retirement plan.

How to apply?

Please record a short Loom video on what would make you a good candidate for this role and why you want to be part of the Davis Wealth Advisors team. If you don’t already have a Loom account, it is free to sign up. Please email your resume, cover letter and a link to the video to careers@daviswealthadvisors.net.