Senior Operations Associate

🔥 15 hours ago

🇺🇸 United States – Remote

💵 $95k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

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Root Financial

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Root Financial is a human-first financial planning firm dedicated to helping clients maximize their retirement and investment outcomes. With a focus on personalized service, Root Financial provides empathetic financial advice that is tailored to each individual’s unique goals and circumstances. As independent registered investment advisors, they prioritize clients' best interests, ensuring transparency and long-term support throughout the financial planning process.

📋 Description

• Own the first pass on submissions across the internal operations and compliance support queue • Resolve requests or route them within department SLAs • Maintain HubSpot platform integrity by auditing workflow errors and building custom email segments • Support workflow quality assurance, property cleanups, user setup, and team data updates • Coordinate client onboarding execution, including agreement distribution, document archiving, and billing setup • Monitor the general email inbox and incoming phone and text communications • Run monthly and quarterly fee invoicing in HubSpot • Follow up on past-due accounts and manage projected billing fee review cycles, including cash balance follow-ups • Set up client accounts, portfolios, and relationships in Black Diamond and Altruist • Support accurate performance reporting and fee billing • Anticipate operational needs, handle complex support queue requests, and recommend process improvements • Report directly to the Operations Manager

🎯 Requirements

• Prior experience in operations, back-office support, or detail-heavy data processing within wealth management or financial services • Experience or high comfort level navigating CRMs, custodial tech, e-signature tools, or performance reporting platforms • Experience with HubSpot, Black Diamond, Schwab, and/or Altruist is a major plus • Track record of catching small errors before they cause downstream issues • Ability to manage sensitive financial data carefully • Ability to prioritize a full queue under competing deadlines • Ability to maintain high responsiveness and clear communication with internal stakeholders • Strong service mindset supporting advisors and clients • Detail-driven and accurate execution • The role may be hired as an Associate or Senior Associate

🏖️ Benefits

• Eligible for a 15% annual bonus for the Senior Associate tier • 5% 401(k) match • Health insurance, vision, dental, long-term disability, and life insurance • Completely remote work and flexible schedules • Unlimited PTO policy • Parental leave • Root Reset Days: Take the last Friday of every month off to recharge • Lifestyle Spending Account for wellness and other benefits • Competitive pay based on experience

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