Operations Associate Ii

Gladstone Wealth Partners

Bedminster, NJ, United States
Hybrid
Organizational skills
Attention to detail
Professional communication skills
This role is essential to maintaining smooth, accurate, and compliant operational processes for a fast-growing hybrid RIA

Job Summary

  • This role is essential to maintaining smooth, accurate, and compliant operational processes for a fast-growing hybrid RIA.
  • The Operations Associate will play a crucial role in supporting the day-to-day operations of the firm and providing exceptional support to advisors.
  • Integrity offers a rewarding and cutting-edge career in a family-like environment with a competitive compensation package and benefits.

Matching Summary

This role is essential to maintaining smooth, accurate, and compliant operational processes for a fast-growing hybrid RIA.

Skills & Requirements

Must-have

  • Organizational skills
  • Attention to detail
  • Professional communication skills
  • Problem-solving ability
  • Team-oriented mindset

Nice-to-have

  • Collaborative work environment
  • Positive work environment
  • Contribute to success

Key Requirements

  • Bachelor’s degree preferred
  • Relevant experience or coursework considered
  • Previous financial services experience strongly preferred
  • Previous investment operations experience strongly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter