Operations Associate

Nardis Advisors
is a growing, independent financial advisory firm based in NY seeking a
Permanently Remote Operations Associate
who takes ownership, drives execution, and ensures that both tasks—and people—move forward.
This is a hands-on role at the center of the firm. You’ll work directly with leadership to translate priorities into action, build structure, and make sure nothing falls through the cracks. While there is some client interaction, the core focus is operations, process, and getting things done. If you’re someone who brings structure, drives execution, and wants to grow with a firm where your impact is visible quickly, we’d love to hear from you!
This position will be
permanently remote
. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.
Salary & Benefits
:
The starting salary range for this position will be $70K-$90K with opportunity for growth
Health insurance stipend
Permanently remote
Equipment provided

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
NO business development / sales

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
Qualified candidates will start the process by having a 15–30-minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.