Phillips Financial

Operations Associate

Full-Time | On-Site

Phillips Financial is seeking a highly detail-oriented and tech-savvy Operations Associate to support our Operations and Portfolio Management teams. This is a hybrid role designed to strengthen our internal systems, streamline daily workflows, and provide operational continuity across the firm.

This position will work primarily alongside our Operations Manager (approximately 80% of responsibilities) and secondarily support our Investment Operations Lead (approximately 20%). The ideal candidate enjoys solving problems, working behind the scenes, improving systems, and taking ownership of structured, detail-driven work.

This role is ideal for someone early in their career who is analytical, dependable, and eager to grow in financial services operations and technology.

Position Overview

The Operations Associate will:

• Provide internal technology and system support

• Assist with Salesforce/Practifi data management and reporting

• Support new account setup and portfolio operations functions

• Serve as backup coverage for critical operational tasks

• Help build and maintain internal processes and automation

• Step in as flexible operational support during team absences

Core Responsibilities

Operations & Technology Support (Primary Focus – ~80%)

• Assist with Salesforce / Practifi data management

o Data cleanup and maintenance

o Building and updating reports

o Creating dashboards

o Performing data uploads

o Supporting basic process buildouts

• Provide internal technology troubleshooting and support

• Support workflow automation tools (Zapier, Jump, etc.)

• Assist with document management systems (Box / NetDocs)

• Serve as liaison support for IT-related items with our managed service provider

• Assist with employee onboarding and offboarding tasks (technology setup, access provisioning, documentation updates)

• Maintain data integrity and consistency across firm systems

• Identify inefficiencies and proactively suggest process improvements

Portfolio Operations Support (Secondary Focus – ~20%)

Our Portfolio Management team will provide training on:

• New account setup

• Monitoring portfolio management platforms

• Trade support

Flexible Support (As Capacity Allows)

If bandwidth permits, this role may:

• Assist with process documentation

• Help standardize operational workflows

• Support internal reporting initiatives

Ideal Candidate Profile

This is not a front-facing client relationship role. The ideal candidate thrives in structured, analytical, behind-the-scenes work.

Key Characteristics for Success

• Strong technical aptitude and comfort learning new systems

• Naturally detail-oriented and process-driven

• Strong problem-solving skills

• Self-starter who proactively asks, "Where can I help?"

• Comfortable operating independently once trained

• Organized and methodical

• Takes ownership of repetitive tasks and looks for ways to improve them

• Calm and steady under pressure

• High accountability and follow-through

Compensation

• Compensation will be based on the experience level and skills of the candidate and includes salary and a bonus based on both individual and firm performance.

• Generous benefit package that includes health, disability, and life insurance, 401(k) contribution, HSA contribution, 15 days of PTO, and 14 paid holidays.

Preferred Qualifications

• Bachelor's degree in Business, Finance, Information Systems, or related field

• Experience with Salesforce (strongly preferred)

• Interest in financial services operations

• Entry-level candidates with strong technical aptitude are encouraged to apply