The Operations Specialist will execute an efficient, effective, and service-first experience to TAN Advisors and clients. This role includes daily operational tasks to support TAN Advisory Teams, working with Advisors and their Operations staff to develop efficient and compliant operations processes for paperwork submission and ongoing service of managed accounts and financial plans. The Operations Specialist will serve as the primary point of contact for TAN Advisory Teams, requiring strong attention to detail, time management skills, and the ability to gather facts, data, and documentation to independently make decisions on compliance and efficacy associated with managed account and financial planning activities. The position demands excellent communication skills, both written and verbal, and a desire to thrive in a fast-paced environment while exhibiting flexibility and innovative thinking.