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About the Role
Nardis Advisors is seeking a Permanently Remote Operations Associate to manage day-to-day operations, drive execution, and ensure tasks and people move forward. This hands-on role is central to the firm, working directly with leadership to translate priorities into action and build structure. The focus is on operations, process, and task completion, with some client interaction. The ideal candidate is a structured individual who drives execution and seeks visible impact within a growing firm.
Responsibilities
- Own day-to-day operational workflows and execution
- Oversee client onboarding and key service processes
- Manage CRM systems, tasks, and follow-through across all touchpoints
- Lead workflow management, tracking priorities and accountability
- Facilitate weekly team meetings with clear next steps
- Improve processes and systems for efficiency and scale
- Manage projects end-to-end with a focus on completion
- Proactively solve problems and remove bottlenecks
- Support leadership in executing firm-wide initiatives
Requirements
- 2 years financial services experience
- A doer who drives outcomes and follows through relentlessly
- Organized, detail-oriented, and highly accountable
- Intermediate knowledge of CRM, workflow design, doc management, video conferencing, MS products
- Comfortable managing priorities, projects, and people
- Clear, direct communicator who closes loops
- Proactive, practical problem-solver
- Motivated to grow into a broader operations leadership role
Skills
- CRM
- Workflow design
- Document management
- Video conferencing
- MS products
Location
- Permanently Remote
- Eastern time zone
- Central time zone
Work Type
- Permanently Remote
- Full-time
Experience Level
- Associate
Salary/Compensations
- $70K-$90K
Benefits
- Health insurance stipend
- Permanently remote
- Equipment provided
About the Company
- Nardis Advisors is a growing, independent financial advisory firm based in NY.
Equal Opportunity
- We are an Equal Opportunity Employer.