Assistant Operations Specialist at Somerset Advisory

We are seeking an Assistant Operations Specialist to join our dynamic team. This is an entry-level role designed for individuals who are eager to learn and grow in the financial planning industry. With mentorship and hands-on experience, this role offers a clear pathway to paraplanner and advisory positions within the firm.

Key Responsibilities:

• Scheduling: Coordinate and manage calendars for senior advisors, ensuring seamless scheduling of client meetings.

• Cash Flow Analysis and Presentations: Assist with preparing and delivering financial analyses, reports, and client presentations.

• Operations Support: Provide administrative and technical support to the operations team, ensuring smooth day-to-day workflows.

Qualifications:

• Education and Experience:

• No prior experience required. Recent graduates or those interested in financial planning are encouraged to apply.

• Skills and Attributes:

• Strong operational and technical proficiencies.

• Exceptional resourcefulness and creativity in problem-solving.

• Excellent verbal and written communication skills.

• Ability to work collaboratively in small teams.

• A positive attitude and the ability to thrive in an entrepreneurial environment.

What We Offer:

• Hands-on training and mentorship to develop your skills and career.

• Opportunities for growth into paraplanner and advisory roles.

• A supportive and collaborative work environment where your contributions are valued.

• Flexibility to choose from one of our three Southeastern office locations.

• Potential support for professional certifications such as the CFP.

Why Join Us?

This role is ideal for someone eager to grow in the financial planning industry. You’ll gain valuable experience, work closely with experienced advisors, and be part of a firm dedicated to your success. At Somerset Advisory, we believe in empowering our team to reach their full potential while making a meaningful impact on our clients’ lives.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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