Job Description
Job Description: Adam Goetzka's growing financial planning and wealth management practice that puts clients first and delivers comprehensive financial planning solutions. We're seeking a detail-oriented Operations Associate to help support our Wealth Management Team and enhance the overall client experience.
Role Overview:
The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. This position requires accuracy, organization, and a proactive mindset.
Key Responsibilities:
Prepare and process paperwork for insurance, investment, and advisory accounts
Handle client service requests (address updates, banking changes, loan inquiries, etc.)
Manage workflow across CRM tasks, emails, calls, and incoming requests
Coordinate medical/paramedical exams and underwriting requirements
Monitor case progress and follow up on outstanding items
Maintain accurate client records across systems
Follow up with clients on documentation, payments, and scheduling meetings
Process returned documents (contracts, applications, transfers)
Support internal operations projects and team initiatives
Build strong knowledge of firm services, philosophy, and solutions
What We're Looking For:
Strong customer service and administrative skills
Excellent communication and a positive, "can-do" attitude
High attention to detail and strong organizational ability
Analytical thinking and problem-solving skills
Ability to manage multiple priorities and meet deadlines
Willingness to learn and grow within the role
Qualifications:
Insurance or financial services experience (preferred)
Health & Life license, or ability to obtain within 6 months
Commitment to ongoing professional development and licensing
Benefits:
Dental insurance
Health insurance
Vision insurance
Simple IRA matching
Paid time off
Values:
Hungry
Demonstrates a strong drive to achieve meaningful results through initiative, persistence, and a commitment to continuous growth. A hungry individual embraces challenges, proactively seeks opportunities, and consistently strives to exceed expectations while maintaining a client-first mindset.
Humble
Approaches every interaction with respect, self-awareness, and a willingness to learn. Humble team members value collaboration, welcome feedback, celebrate the success of others, and prioritize the team's accomplishments over individual recognition.
Smart
Exhibits sound judgment, emotional intelligence, and the ability to communicate effectively. Being smart means understanding people, asking thoughtful questions, solving problems strategically, and building strong relationships with clients, advisors, and colleagues.
Accountable
Take ownership of responsibilities, follows through on commitments, and delivers on promises with integrity. Accountable individuals accept responsibility for both successes and challenges, maintain high standards, and consistently act in the best interest of clients and the organization.
Growth:
With success and time could move into a Director of Operations and/or COO