Operations Associate

Operations Associate

Full-Time | On-Site

Phillips Financial is seeking a highly detail-oriented and tech-savvy Operations Associate to support our Operations and Portfolio Management teams. This is a hybrid role designed to strengthen our internal systems, streamline daily workflows, and provide operational continuity across the firm.

This position will work primarily alongside our Operations Manager (approximately 80% of responsibilities) and secondarily support our Investment Operations Lead (approximately 20%). The ideal candidate enjoys solving problems, working behind the scenes, improving systems, and taking ownership of structured, detail-driven work.

This role is ideal for someone early in their career who is analytical, dependable, and eager to grow in financial services operations and technology.

Position Overview

The Operations Associ...