Job Description

Operations and Client Experience Manager

Sandy, Utah (Part-Time, Hybrid Remote) - 20-24 Hours (may grow to full time)

We are a woman-owned independent fiduciary financial planning firm that helps successful professionals and families make confident financial decisions through clarity, planning, and partnership.

Our part-time/hybrid role is ideal for someone who loves managing a busy professional, keeping projects on track, translating vision into action, and ensuring clients receive an exceptional experience.

Why This Role Matters

Our clients rely on us for clarity and leadership, and this role ensures their experience reflects that. You'll keep the firm running efficiently so the CEO can focus on growth, while you ensure clients always feel cared for and supported. If you love being the behind-the-scenes hero who keeps the train running on time -- who thrives on structure, follow-through, and meaningful client service -- we'd love to meet you.

Does This Sound Like You?

You're the kind of person who:

Is a self-starter who works independently Keeps things organized and running smoothly Turns ideas into action and loves crossing tasks off a list Brings calm, focus, and accountability to the team Enjoys improving systems and processes Is known for professionalism, warmth, and reliability Anticipates needs before they become problems, solving challenges with grace Has probably been told "you're a rock star!"

About the Role

You'll be the steady hand that keeps the CEO, projects, and clients moving forward. In this small, high-touch firm, every detail matters. You'll make sure nothing falls through the cracks. You will "WOW" our clients with your personality and efficiency.

Operations & Leadership

Support the CEO in translating vision into actionable steps Lead regular team check-ins to track priorities and progress Maintain accurate records, reports, and workflows Manage the CEO's calendar and coordinate meetings with clients Keep systems, processes, and databases current and organized
Client Experience

Track client requests in the CRM and ensure timely completion Liaise with custodians and third parties for account activity Coordinate account openings, transfers, and money movement Prepare and manage electronic forms and e-signatures Maintain and organize client files and planning software Communicate directly with clients professionally, promptly, and warmly

What You Need to Bring

2+ years of Customer Service, Executive Assistance, and Office Administration experience in a professional firm is required Superior skills in Microsoft Office/365, social media, and general fluency with technology Experience in financial services is highly desired; and familiarity with tools like Wealthbox, eMoney, PreciseFP, QuickBooks, and Calendly would be a plus High emotional intelligence with a service-first mindset Excellent communication, both written and verbal Strong organizational skills and sound judgment Attuned to privacy protections and potential fraud Ability to pass a background and credit check and complete a Kolbe and/or DISC assessment

What We Offer

Paid time off plus 12 paid holidays; Schedule may have some flexibility, but must be consistent Reduced work time during end of year holidays Bonus potential

Please apply with your resume

and a cover letter

detailing why you would be a great fit for this position

Job Type: Part-time

Pay: $25.00 - $27.00 per hour

Expected hours: 20 - 25 per week

Benefits:

Health insurance Paid time off
Experience:

Customer Service: 2 years (Required) Executive administrative support: 2 years (Required)
Ability to Commute:

Cottonwood Heights, UT 84047 (Required)
Work Location: In person