[Hiring] Operations Associate REMOTE USA
Position: Operations Associate
Date Posted: September 16, 2026
Industry: Financial Services
Employment Type: Full Time / Remote
Experience: 2 Years Financial Services Experience
Qualification: Not Specified
Salary: $70,000 – $90,000 per year
Location: REMOTE, USA
Company: Nardis Advisors
Description:
Nardis Advisors, a growing independent financial advisory firm based in New York, is seeking a permanently remote Operations Associate to support daily operations, improve processes, and drive execution across the organization. This hands-on role works closely with leadership to turn priorities into action and ensure tasks, projects, and workflows are completed efficiently.
The ideal candidate is highly organized, proactive, and capable of managing multiple priorities while creating structure and improving operational processes. This position offers the opportunity to grow within the firm and take on broader operations leadership responsibilities over time.
Key Responsibilities:
• Manage day-to-day operational workflows and ensure smooth execution.
• Oversee client onboarding and key service processes.
• Manage CRM systems, tasks, and workflow tracking.
• Coordinate priorities, accountability, and project completion.
• Facilitate weekly team meetings and track action items.
• Improve internal processes and systems for better efficiency and scalability.
• Manage projects from start to finish while ensuring timely completion.
• Identify challenges, solve problems, and remove operational bottlenecks.
• Support leadership with firm-wide initiatives and operational goals.
Requirements:
• 2 years of financial services experience.
• Strong ability to drive results and follow through on responsibilities.
• Highly organized, detail-oriented, and accountable.
• Intermediate knowledge of CRM, workflow design, document management, video conferencing, and Microsoft products.
• Comfortable managing priorities, projects, and teams.
• Strong communication skills with the ability to manage follow-ups effectively.
• Proactive and practical problem-solving approach.
• Motivation to grow into a broader operations leadership role.
• Strong knowledge of:
• Operations management and workflow improvement.
• CRM systems and process coordination.
• Project management and administrative execution.
Benefits:
• Medical insurance stipend.
• Permanently remote work opportunity.
• Equipment provided for remote work.
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