Operations Specialist - Wealth Management

NFP Corp•Plymouth, MN

10d•$65,000 - $80,000

About The Position

The Operations Specialist supports the Wealth Management leadership team and day-to-day business operations. The role provides executive and administrative support, coordinates meetings, events, communications, and travel, and manages records and expense reporting. It also supports advisor onboarding and transitions, system access and operational processes, vendor and invoice coordination, projects, reporting, and business initiatives. The position requires strong organization, accuracy, communication, follow-through, independent judgment, and collaboration in a fast-paced environment. The role works with advisors, leaders, vendors, and internal business partners.

Requirements

3–5 years of experience in executive support, administrative operations, business operations, project coordination, or a related role.
Exceptional organizational and time-management skills.
Strong attention to detail and commitment to accuracy.
Ability to manage multiple projects and deadlines simultaneously.
Strong written and verbal communication skills.
Excellent follow-through and problem-solving abilities.
Ability to work independently and make well-informed decisions.
Professional demeanor and ability to collaborate effectively with advisors, leadership, vendors, and internal business partners.
Strong customer-service attitude and collaborative approach.
Advanced skills in Microsoft Outlook, Teams, Word, Excel, PowerPoint, and associated business software.
Ability to adapt quickly in a fast-paced and evolving business environment.

Nice To Haves

Associate's or bachelor's degree preferred, or an equivalent combination of education and relevant professional experience.
Experience in Wealth Management, financial services, or another professional-services environment preferred.
Experience supporting senior leaders, senior executives, or a leadership team preferred.

Responsibilities

Provide day-to-day support to the Wealth Management leadership team.
Manage calendars; coordinate travel and meetings; and assist with scheduling across internal and external collaborators.
Prepare, submit, reconcile, and track expense reports and supporting documentation.
Organize and maintain electronic files, records, templates, contact lists, and reference materials.
Prepare correspondence, presentations, reports, and other business materials.
Handle confidential and sensitive information with discretion and professionalism.
Coordinate leadership and team meetings, advisor training sessions, business reviews, conferences, and special events.
Prepare and distribute agendas, meeting materials, presentations, and follow-up communications.
Record meeting notes, action items, decisions, and deadlines, and keep follow-up tracking updated.
Coordinate event logistics, registrations, travel arrangements, meeting space requirements, and attendee communications.
Support day-to-day Wealth Management business operations and initiatives.
Assist with advisor onboarding, transitions, offboarding activities, and related coordination efforts.
Coordinate system access requests, user maintenance, and operational support activities.
Maintain operational procedures, workflows, resource materials, and team documentation.
Support vendor management, invoice coordination, purchasing requests, and related business processes.
Provide coordination support for projects, central initiatives, and business priorities.
Monitor deliverables and deadlines and follow up on pending tasks and commitments.
Gather, organize, and summarize information for leadership meetings, reporting, and business decisions.
Assist with drafting, formatting, and distributing internal communications.
Prepare presentations, leadership materials, reports, and business updates.
Coordinate information and materials among advisors, leadership, and internal business partners.
Support reporting initiatives, data gathering, metrics tracking, and recurring business reviews.
Ensure communications and materials are accurate, professional, and delivered on schedule.