Operations Associate

CFO Systems Recruiting Division • Kennewick, WA

3d

About The Position

Latitude Wealth Management is a close-knit, collaborative wealth management firm focused on personalized client service and lasting relationships. The Operations Associate is an essential member of the small team, serving as a frequent first point of contact for clients and a key resource for two financial advisors. This role combines client service with ownership of the operational processes that keep the practice organized and efficient. The firm provides training and support and values initiative, sound judgment, curiosity, and willingness to learn.

Requirements

• Excellent interpersonal and communication skills, with a warm, professional approach to clients and colleagues.
• Strong organizational skills, attention to detail, and ability to manage competing priorities.
• Initiative, resourcefulness, and ability to work independently while knowing when to ask questions.
• Positive, collaborative attitude and willingness to help wherever needed.
• Proficiency with Microsoft Word, Excel, and Outlook, and ability to learn new technology.
• Sound judgment, dependability, and discretion when handling confidential information.
• Genuine interest in learning, improving processes, and growing professionally.

Nice To Haves

• Previous experience in financial services, client service, or office operations is welcome but not required.

Responsibilities

• Create a welcoming, professional client experience by answering phones, greeting visitors, and responding to client questions and requests.
• Coordinate client transactions and service requests, account transfers, and other routine financial transactions.
• Open new accounts, process account maintenance requests, and work with custodians to ensure timely and accurate completion.
• Maintain accurate client records and information across the firm's systems.
• Prepare materials and help coordinate annual client reviews and other client meetings.
• Develop, document, and maintain procedures that help the office operate consistently and efficiently.
• Take ownership of day-to-day office operations, anticipate needs, and identify opportunities to improve workflows.
• Provide administrative and operational support to both financial advisors, adapting to changing priorities and ensuring important details are handled.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed