Operations Associate
About The Position
Gerber Kawasaki is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We are seeking a highly organized and proactive Operations Associate to support our Data Management team and firm leadership while ensuring the smooth and efficient functioning of our office and operational systems. This role requires a professional who can manage multiple priorities, optimize workflows, and contribute to a productive and technology-driven work environment. Salary: $65-$70K base, DOE, and technical depth This role is 100% in office 5 days/week, 8am-5pm.
Requirements
- 3+ years of experience in financial services operations, fintech, or data-related roles
- Comfort working across multiple technology platforms
- Strong attention to detail when handling financial and client data
- Clear and effective communicator, especially when explaining technical concepts
- Ability to prioritize and adapt in a fast-paced environment
- Proficiency with Microsoft Word, Excel, PowerPoint, Outlook.
- Superb written and verbal communication skills
Nice To Haves
- Hands-on experience with Orion Advisor Tech
- Salesforce Certified Associate or Administrator credentials
- Experience with data automation, systems integrations, or workflow optimization
Responsibilities
- Serve as a power user of our portfolio management software, overseeing daily data reconciliation, performance reporting, and account billing
- Ensure accuracy and integrity across portfolio accounting and reporting systems
- Maintain and enhance Salesforce records, workflows, automations, and reporting
- Build dashboards and reports to support advisors and firm leadership
- Identify and implement process improvements that reduce manual work and increase efficiency
- Assist with payroll-related data coordination and technology integrations
- Collaborate with vendors to ensure systems communicate accurately and reliably
- Act as a key internal resource for advisor teams
- Troubleshoot operational and technology issues that impact client service and internal workflows
- Support technology migrations and platform enhancements
- Assist with process improvements as the firm continues to scale
- Help evaluate and implement new fintech tools
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
