Quincy Wells Group

About the Role

Quincy Wells Group is seeking an Operations Analyst to support our operational functions across multiple subsidiaries. In this role, you'll analyze data, document processes, and help implement operational improvements that drive efficiency and excellence across the organization. Reporting to the Operations Manager, you'll play a critical role in workflow management, operational reporting, and process improvement initiatives.

What You'll Do

Core Responsibilities:

· Support the Operations Manager in monitoring and improving operational processes across subsidiaries

· Collect, analyze, and report on operational metrics and KPI trends to inform decision-making

· Document, update, and maintain standard operating procedures (SOPs) across the organization

· Identify operational gaps and support implementation of process improvements

· Provide timely support for escalated operational challenges and issues

· Collaborate with cross-functional teams to ensure operational alignment and workflow efficiency

Additional Responsibilities:

· Conduct audits and assessments to identify gaps or inconsistencies in processes

· Assist in implementing new tools, systems, and workflows to enhance operational efficiency

· Support special projects, reporting, and initiatives as assigned

· Participate in skill development initiatives and seek opportunities for growth

What We're Looking For

Qualifications:

· Bachelor's degree

• Degrees in Business Administration, Operations Management, Finance, or related field preferred but not required

· Experience in operations, data analysis, or process improvement roles preferred

· Experience with CRM systems such as Salesforce or willingness to learn CRM systems

· Strong analytical and problem-solving skills with ability to translate data into actionable insights

· Proficiency in operational systems, workflow tools, and productivity platforms

· Excellent communication, organizational, and documentation skills

· Detail-oriented with a focus on accuracy and process compliance

Personal Attributes:

· Proactive, solution-oriented, and eager to learn in a fast-paced environment

· Strong collaborator with the ability to follow structured processes while suggesting improvements

· Committed to operational excellence and consistent performance

· Self-motivated, accountable, and capable of managing multiple priorities simultaneously

Success in This Role

You'll thrive in this position if you excel at operational support, use data to drive decisions, work collaboratively across teams, take initiative in learning new systems, and adapt to changing priorities while maintaining accountability for your responsibilities.

Quincy Wells Group is a newly established, holistic wealth management firm that launched on January 1, 2026. With over three decades of experience in the financial services industry, the managing partners of Quincy Wells Group have assembled an experienced and diverse team across diligence, operations, compliance, and advisory functions. Our mission is to provide exceptional service to our clients, representatives, advisors, and business partners through a culture of accountability, collaboration, and continuous improvement.