Career Opportunity – Operations Support Associate

Do you have a passion for problem-solving? Do you consider yourself equal parts data junkie and people-person? Are others drawn to your energy and wonder at your ability to move complex projects forward?  

If you love dynamic, collaborative environments, thrive on using data to support a client-centric and focused team, and have a track record of learning quickly and problem-solving efficiently, we want to hear from you. 

Position Summary 

Reporting to the Director of Operations, the Operations Support Associate is responsible for the firm’s back-office functions related to our systems and support for the Operations Team and the Advisor Team. This role will be based primarily in our Sebastopol Office five days per week. Flexibility for a hybrid in-office/remote schedule is available after completion of training. 

As a small firm known for providing best-in-class service to our growing client base, we have crafted this behind-the-scenes role to increase our Wealth Advisors’ capacity for building and maintaining client relationships. The incumbent will be relied upon heavily for the ability to maintain data across various systems in support of the day-to-day operations of the organization. The ideal candidate possesses excellent computer and software skills (particularly Microsoft Excel), the ability to work with complex datasets, and rock-solid attention to detail. This includes substantial use of the Portfolio Management System, Document Management System, and Customer Relationship Management (CRM) system.  

Above all, the incumbent must maintain focus on taking initiative and creating systems that will support our team in continuing to provide stellar service to our expanding client base. To be successful in this role, the incumbent must also be able to understand and/or quickly learn the basic components of the financial industry and the services we provide to our clients. 

What You’ll Do  

  • Maintain systems and data integrity across various key software platforms
  • Perform complex data manipulation within Microsoft Excel 
  • Create spreadsheets and reports in support of the Operations and Advisor Teams 
  • Design, build, and maintain Excel workbooks and Access databases 
  • Provide basic IT support and troubleshooting to employees, both in the office and remotely 
  • Perform quarterly reporting data reviews, auditing, and quality control 
  • Perform client and account setup and maintenance on Orion Portfolio Management System 
  • Perform periodic data audits within Orion, Laserfiche (Document Management System), and Advisor Engine (CRM) 
  • Prepare periodic compliance reporting and audits for review 
  • Monitor tax forms, reporting, and communication lists during tax season 
  • Generate and maintain lists for client communications and marketing purposes 

About Our Ideal Candidate: 

  • You are skilled in all types of communication, especially verbal, nonverbal, and written 
  • You are a self-starter with excellent organization, prioritization, and time management skills  
  • You can quickly learn and understand basic components of the financial industry 
  • You have a track record of exceptional attention to detail in prior work experience 
  • You are eager to work independently and review your own work to maintain a high level of quality 
  • You have excellent critical thinking skills  
  • You are ready to take initiative within a congenial, team-oriented environment 
  • You are driven and ambitious about career success 
  • You are familiar with Microsoft Office Suite in particular, Word, Excel, Access, and Outlook 
  • You are familiar with Microsoft Windows 10 

Familiarity with wealth management and/or accounting systems is preferred, but not required. Experience in a role in finance, accounting, banking, or a similar industry is a bonus! 

About Willow Creek Wealth Management 

Willow Creek Wealth Management (WCWM) is an SEC-registered, fee-only, independent Registered Investment Advisor firm, headquartered in Sebastopol, California. Established in 1984, we manage nearly $1.5 billion AUM of client assets, focusing on our clients’ greatest wealth goals and above all, maintaining our fiduciary duty to them.  

One of North Bay Business Journal’s Best Places to Work in 2021, we are, by design, a family-friendly, flexible group of financial professionals, and we encourage and support our employees in maintaining a healthy work/life balance.  We offer a competitive benefits package, including flexible schedules, health/dental care insurance, employer-sponsored retirement plan contribution, and a generous paid family leave program. We celebrate and reward our employees’ success and we provide a clear path for promotion with constructive and actionable assessments of employees’ work and movement toward goals.  

We are an equal opportunity employer and encourage all qualified individuals to contact us with a resume and cover letter.  

Hours: 8:00am to 4:30pm. Reliability and punctuality are key in this position. 

Compensation: Competitive compensation in the range of $65,000 – $75,000 per year and commensurate with experience and education. All final applicants are subject to a criminal background check. 

Please send your resume and cover letter to careers@willowcreekwealth.com.