Operations Associate I

Gladstone Wealth partners

Bedminster, NJ, United States
Hybrid
Process new account opening paperwork
Data entry and system maintenance
Support daily operational tasks
This role is essential to maintaining smooth, accurate, and compliant operational processes

Job Summary

  • This role is essential to maintaining smooth, accurate, and compliant operational processes.
  • The Operations Associate supports account opening workflows, processes client paperwork, and assists with day-to-day operational tasks.
  • This position is ideal for someone seeking foundational experience in investment operations within a collaborative team environment.

Matching Summary

This role is essential to maintaining smooth, accurate, and compliant operational processes.

Skills & Requirements

Must-have

  • Process new account opening paperwork
  • Data entry and system maintenance
  • Support daily operational tasks
  • Collaborate with team members
  • Professional written and verbal communication

Nice-to-have

  • Desire to build a long-term career
  • Collaborative team environment
  • Positive advisor experience
  • Willingness to contribute

Key Requirements

  • Bachelor’s degree preferred
  • Relevant experience or coursework considered
  • Prior exposure to financial services helpful

Work Rights

Not specified

Tailored Resume

Cover Letter