Operations Coordinator

A company is looking for an Operations Coordinator to support its global network of financial planners.

Key Responsibilities

Support hiring, onboarding, and training activities for new financial experts, ensuring documentation and system access are accurate

Update and maintain operational tools and trackers to ensure planner information is current

Assist in the coordination of training activities and support the quality assurance process for planner performance

Qualifications & Experience

1-3 years of experience in operations, coordination, or administrative support, preferably in a service-based, financial, or tech environment

Exceptionally organized and able to manage multiple priorities and deadlines

Tech-savvy with experience in systems, spreadsheets, and project management tools

Eager to learn, adaptable to change, and motivated by supporting others' success

Excited to grow within a mission-driven company