Administrative Assistant

Confidential Client Operations Associate Louisville, KY | $60,000-$70,000 + Excellent Benefits Are you a sharp, polished professional looking to launch a long-term career in wealth management or investment advisory services? Our client, a growing and highly respected investment management firm in Louisville, is seeking a Client Operations Associate to join its close-knit team. This is an outstanding opportunity for a recent graduate, early-career professional, or someone making a career change from a similar industry that wants to make a change and who thrives in a professional environment, enjoys working with clients, and wants exposure to investments, financial planning, wealth management, and portfolio operations.

The firm is committed to developing talent and offers a clear path for long-term growth.

What You'll Do

• Assist with new account openings and account maintenance
• Coordinate rollovers, transfers, and investment account paperwork
• Process client documents and ensure accurate recordkeeping
• Communicate with clients regarding account updates and follow-up items
• Support advisors and operations staff with administrative and operational tasks
• Maintain organized documentation and ensure compliance with internal processes

What We're Looking For

• Bachelor's degree required
• Strong attention to detail and organizational skills
• Professional verbal and written communication abilities
• Excellent follow-through and time management
• Comfortable learning new technology and systems
• Proficiency in Microsoft Office, particularly Excel, preferred
• Previous financial services experience is welcome but not required

Ideal Backgrounds

We are open to candidates from a variety of professional environments, including:

• Business or Finance graduates
• Insurance or financial services
• Professional services
• Administrative or office management
• Education
• Customer-facing professional roles

Why This Opportunity?

• Newly created position due to company growth
• Strong mentorship and training environment
• Exposure to investment management, financial planning, and client advisory services
• Support for obtaining investment industry licensing, including the Series 65
• Potential career path into operations leadership or financial advisory roles
• Stable, privately owned organization with a collaborative culture
• Looking for someone who wants to build a long-term career and grow alongside the firm

Benefits

• Medical, dental, and vision insurance with 100% employee coverage
• Employer-paid life and disability insurance
• Parental leave
• Bereavement leave
• PTO package
• Simple IRA with company match
• Competitive compensation: $60,000-$70,000

If you're seeking a career, not just a job, and want to gain hands-on exposure to the wealth management industry while working alongside experienced professionals, we'd love to hear from you.

• Bachelor’s degree required; business, finance, or a related field is preferred, though other majors will be considered.
• Open to entry-level candidates as well as candidates from insurance, education, administration, or other office environments.
• Strong attention to detail with the ability to manage multiple tasks in an organized, process-driven manner.
• Excellent written and verbal communication skills with a thoughtful approach to client interaction.
• Demonstrated ability to follow through consistently and handle assignments with accuracy and accountability.
• Comfortable using office technology and business software; proficiency in Microsoft Excel is preferred.
• Interest in long-term career growth, including training opportunities and potential support for Series 65 licensing.