Advisor Operations Associate
Valmark Financial Group is seeking a highly motivated and service-oriented professional to join their Investment Operations team as an Advisor Operations Associate. In this role, you will serve as a key connection point between internal operations teams and financial professionals, ensuring smooth operations through support, training, and problem-solving.
Responsibilities
- Serve as a primary point of contact for financial professionals, providing timely support and solutions to operational and technology-related questions
- Troubleshoot issues, conduct research, and coordinate with internal teams to resolve complex cases
- Deliver onboarding and ongoing training to partners on systems, workflows, and best practices
- Support the rollout of new processes, tools, and operational updates
- Help plan and contribute to internal events, training sessions, and educational forums
- Assist with administrative coordination across custodians, account changes, and operational processes
- Contribute to research and evaluation of financial technology tools and industry trends
- Collaborate with team members to improve processes and enhance the overall partner experience
Skills
- Strong communication skills with the ability to explain complex topics clearly
- A proactive, problem-solving mindset with strong attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Comfort working both independently and as part of a team
- Strong organizational and follow-up skills
- Interest in financial services, operations, or technology
- Bachelor's degree in Finance, Business, or a related field
- 1–3 years of experience in financial services, operations, or client support
- Experience working with CRM systems, document management tools, or workflow platforms
- Exposure to financial products, investment operations, or advisory services
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