Operations Analyst
Operations Analyst
Our Client - Financial Services company
- Boston, MA
Job description
We are a fee-only, independent boutique wealth management firm based in Boston and San Francisco, serving high-net-worth individuals, families, and institutions across the country. As fiduciaries, doing what is right comes first, and a better client experience follows.
We are growing, and we are looking for a highly organized, detail-oriented professional to join our team as an Operations Analyst.
This role is the operational backbone of the firm. The Operations Analyst will own the day-to-day execution of client service operations, from ad hoc client requests and money movements to account opening and ongoing maintenance.
Working in close partnership with our advisors, this person will help deliver the seamless, white-glove experience our clients expect. The ideal candidate is dependable, discreet, and thrives in a fast-paced environment where accuracy and follow-through matter.
Flexible / remote friendly work culture
Salary + bonus
Complete Health Coverage
PTO
Parental leave
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.
If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at support@themomproject.com.
Screening Questions
- Why this role, and why a smaller, growing firm?
- What attracts you to this industry?
- Walk me through how you stay organized when you're juggling multiple tasks with competing deadlines.
- Tell me about a process you improved or a project you took ownership of from start to finish.
- Walk me through how you stay organized when you're juggling multiple tasks with competing deadlines.