Operations Associate

About You

• Detail-oriented: You take pride in producing accurate, high-quality work and catching what others might miss
• Tech-forward: You’re energized by systems, tools, and process improvements and adapt quickly to change
• Collaborative: You enjoy working cross-functionally and contributing to a positive, team-first culture

The Role

We’re looking for a detail-oriented and tech-savvy professional to join our Operations team. In this role, you’ll support high-impact operational initiatives, client service deliverables, and digital account opening processes that influence company operations and planning advice. The ideal candidate thrives in a fast-paced, collaborative environment and is known for accuracy, adaptability, and strong problem-solving skills.

What You’ll Do

• Collaborate with Advisors and Client Service Associates to deliver high-quality client service and operational support
• Prepare, review, and deliver accurate client meeting materials in a timely manner
• Facilitate digital account openings and support onboarding initiatives for new clients
• Maintain and update client portfolio data, including integration of external account information
• Ensure timely processing and delivery of client statements, reports, and related deliverables
• Manage user accounts, workflows, dashboards, and administrative functions across core technology platforms
• Partner with internal teams and vendors to identify and implement solutions that improve operational efficiency
• Monitor industry trends, innovation opportunities, and best practices to enhance team capabilities
• Support and co-lead internal training sessions focused on technology adoption and cross-functional skill development
• Troubleshoot operational and technology-related issues, proposing scalable solutions

What You Bring

• Bachelor’s degree in Finance, Economics, Business, or relevant equivalent experience
• Prior experience in operations within a Registered Investment Advisory (RIA) firm (preferred)
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and strong overall technical aptitude
• Experience with or exposure to CRM systems (e.g., Salesforce)
• Strong project management, communication, and organizational skills
• Ability to work independently while contributing effectively to a team environment
• Emotional maturity, professionalism, and discretion when handling sensitive information
• Flexibility with hours, including overtime during high-demand periods
• Must be authorized to work in the United States
• Successful completion of a credit and criminal background check is required

Compensation & Benefits

The estimated hourly rate for this role is $27.87 – $33.25 per hour. Hourly rates are determined based on job-related knowledge, skills, experience, and geographical work location. Many roles are also eligible for variable pay such as bonuses, commissions, and/or long-term incentives.

Benefits Include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

About NorthRock Partners

At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model integrates financial and lifestyle guidance tailored to each client’s unique goals.

We’re proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process. Contact [email protected] for assistance.