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Operations Coordinator

Walnut Creek Office

The Operations Coordinator position supports both the Service & Client Relations teams. This is a good position for someone who has had experience in a financial planning practice, or for someone who is a quick learner and wants experience in the client side of the financial services profession.

The position will have exposure to a wide range of work including:

Service Team Support

  • Database management
  • Scheduling, reminders, & meeting preparation
  • Scanning & file management 
  • Books & records management and filing
  • Meeting note management & data-entry for plan updates
  • Tax return assembly
  • More as assigned or dependent on skill level

Client Relations/Business Development Support

  • Communications scheduling & management 
  • Social media 
  • Advisor outreach and M&A support
  • In-office welcome team
  • Event preparation
  • More as assigned or dependent on skill level

The Ideal Candidate:

  • Some experience in the industry, preferably in an independent advisory office. Not required for entry-level applicant.

  • Proficient in Windows/PC environment including Outlook, Excel, Word, & who is comfortable learning new technology/computer programs.

  • Excellent people & interpersonal skills, who likes working in a team environment.

  • Highly organized & detail oriented.

  • Experience working in eMoney, Redtail, B/D Intranet environments also helpful. Not required for entry-level applicant.

Compensation package dependent on experience. Position can be tailored for entry-level applicants or more experienced applicant.

The position has room for advancement & may lead to career track in the practice.

Please send covernote & resume to