Operations Associate

Job not on LinkedIn

🕒 August 21

🗽 New York – Remote

🗽 New York – Remote

💵 $70k - $90k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Windward Recruiting

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2017

💼 Consulting

⚖️ Legal

🎯 Recruiter

Consulting • Legal • Recruitment

Windward Recruiting is a premier recruitment agency specializing in executive search and recruitment within the wealth management and financial services sectors. With over 45 years of combined experience, Windward Recruiting is dedicated to connecting organizations with exceptional talent, ensuring successful placements that promote growth. The company emphasizes the building of long-term relationships with clients and employs a rigorous candidate screening process to identify the best fits for high-level positions.

📋 Description

• 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 or sales responsibilities

🎯 Requirements

• 2 years financial services experience • Organized, detail-oriented, and highly accountable • Intermediate knowledge of CRM, workflow design, document management, video conferencing, and 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 complete a 15–30-minute Zoom interview • Qualified candidates will be asked to complete assessments

🏖️ Benefits

• Health insurance stipend • Permanently remote • Equipment provided • Opportunity for growth