Why Choose Us At rebel Financial , we’re building something different — a firm that runs on purpose, innovation, and shared success. We’re a Certified B Corporation® that believes capitalism can be fair, finance can be human, and operational excellence can change lives. We’re not chasing short-term profits; we’re building systems that help clients and employees thrive together. Our operations team is the engine that makes that mission possible. We design efficient workflows, improve the client experience, and power the technology and processes that keep our advisory firm running at a high level. We use some of the industry’s best tools — Advyzon, eMoney, HubSpot, TaxDome, and more — and we’re constantly innovating with AI integrations, automation, and fintech development to make our systems smarter and more scalable. And we’re growing fast. As we expand toward a one-third partner-owned, one-third employee-owned, and one-third cooperative model, every team member has a path to contribute, grow, and share in our long-term success. If you’re an analytical, detail-oriented professional who loves improving processes, supporting people, and building sustainable systems in a mission-driven firm — you’ll thrive here. Position Overview The Operations Specialist plays a critical role in keeping our firm running smoothly. You’ll work closely with advisors, leadership, and team members across departments to ensure our workflows are accurate, compliant, and efficient. This is a mid-level, high-ownership role — ideal for someone with solid experience in financial operations, billing, or back-office administration who wants to step into a more strategic position. You’ll help manage complex billing systems, improve data quality, streamline internal processes, and support exceptional client service. This position also offers a clear path toward senior operations, compliance, or practice management leadership roles as we grow.