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Now Hiring:

Wealth Operations Associate

San Antonio, TX   •   In-Office   •   Full-Time

The Opportunity

We're seeking a Wealth Operations Associate to help deliver an exceptional client experience through accurate execution, organization, and follow-through.

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This role is the operational backbone of the firm, supporting nearly every area of the business — including investment operations, insurance operations, client onboarding, account maintenance, CRM management, and administrative support. You'll work closely with advisors, planners, and operations team members to ensure client requests are completed accurately, efficiently, and on time.

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This is an excellent opportunity for someone who enjoys structured work, takes pride in getting the details right, and finds satisfaction in keeping people and processes organized.​​​​​​​​

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OPERATIONS & ADMINISTRATION

  • Process new account paperwork, transfers, money movements, and account maintenance.

  • Support investment and insurance operations from submission through completion.

  • Maintain accurate client records in Salesforce and other firm systems.

  • Monitor workflows, pipelines, referrals, and outstanding tasks to ensure timely follow-through.

  • Organize digital files and maintain accurate client documentation.

  • Assist with fee billing, reporting, and other operational processes.

  • Execute established Standard Operating Procedures (SOPs) while identifying opportunities for improvement.

  • Coordinate with custodians, insurance carriers, advisors, and clients to resolve operational requests.

  • Provide administrative and operational support across the firm as business needs evolve.

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WHAT SUCCESS LOOKS LIKE

  • Client and operational requests are completed accurately and on time.

  • New accounts, transfers, insurance cases, and other workflows are actively tracked through completion.

  • Salesforce records, opportunities, tasks, and client documentation remain current and accurate.

  • Advisors and team members receive proactive updates without needing to repeatedly follow up.

  • Established procedures are followed consistently, and potential issues are identified before they become problems.

  • You become known as a dependable team member who takes ownership and ensures nothing falls through the cracks.​

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What You'll Do

What We're Looking For

Required Qualifications​

✅ 1+ years of administrative, operations, or comparable professional experience.

✅ Exceptional organizational skills and attention to detail.

✅ Strong written and verbal communication skills.

✅ Ability to manage multiple priorities while meeting deadlines.

✅ Professional demeanor with clients, vendors, and teammates.

✅ Proficiency with Microsoft Office and the ability to learn new technology quickly.

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Preferred Qualifications
✅Experience in financial services, banking, insurance, mortgage, title, escrow, or another operations-focused environment.

✅Experience with Salesforce or another CRM platform.

✅ Experience following documented workflows or Standard Operating Procedures (SOPs).​

Compensation & Benefits

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  • Base salary of $55,000 – $65,000, based on experience and qualifications 

  • Health, dental, and vision insurance; group life and LTD insurance 

  • 401(k) retirement plan 

  • Paid time off and paid holidays 

  • Professional development support, including assistance with designations and continuing education 

How to Apply

  • Submit your application directly through the SeeKing HR Careers page.

  • A SeeKing HR advisor will contact you within three business days to schedule a phone screening.

  • Attention to detail is essential for success in this role. When submitting your application, please include the phrase “Every Detail Matters” at the beginning of your cover letter or introductory email. Then, in three sentences or fewer, describe a time when your organization, attention to detail, or follow-through prevented a mistake or helped keep a project on track. Applications that do not follow these instructions may not be considered.

 

Additional Requriments

Final candidates must successfully complete:

  • Professional reference checks

  • Employment verification

  • Comprehensive background check

Avid Wealth Partners is a fast-growing, independent wealth firm based in San Antonio, TX. Serving successful entrepreneurs, physicians, and business leaders across the nation with integrated planning and wealth management.

 

Learn more at www.avidwp.com

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