Operations Associate
The Operations Associate at Confidential Client is an entry-level role focused on supporting insurance and operations departments through processing paperwork, setting up accounts, and maintaining operational records. This position offers hands-on experience and professional development within a dynamic financial services environment, requiring strong organizational skills and a willingness to learn. The role is full-time and on-site in Nashua, NH, emphasizing collaboration and administrative proficiency to ensure smooth operational workflows.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services / Wealth Management (Confidential Client).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
As an Operations Associate supporting a Confidential Client in the financial services / wealth management industry, you will work within the insurance and operations teams to ensure smooth account setup and accurate record-keeping. This is an entry-level, hands-on role ideal for candidates who learn by doing and want exposure to financial operations.
- Assist in processing paperwork for insurance and investment applications and account management
- Support setup of new client accounts and ensure data entry is accurate across operational systems
- Maintain and reconcile operational records and files
- Collaborate with team members to prioritize and complete tasks on time
- Provide general administrative and clerical support to operations and insurance teams
- Participate in training and learning opportunities to build knowledge of financial operations and industry practices
Qualifications
- High school diploma required; some college coursework or related administrative/customer-service experience preferred
- Strong organizational skills and high attention to detail
- Comfortable working in a deadline-driven environment and managing multiple small tasks
- Eagerness to learn — openness to training in financial operations and compliance procedures
- Bachelor’s degree in finance, business administration, or related field preferred but not required (or equivalent relevant experience)
- Preferred, but not required: Life, Accident & Health licensing; Securities Industry Essentials (SIE) exam exposure
Location & Schedule
- This is an in-person, full-time position at the Confidential Client office in Nashua, NH.
- Candidates who live more than a 45-minute commute to Nashua, NH need not apply.
- Employment is subject to identity and eligibility verification to work in the United States. Reasonable accommodations are available — notify us during the hiring process if you need one.
Compensation
- Estimated annual pay: $53,700 per year (estimated)
Why Join
- Gain hands-on operational experience in insurance and wealth-management workflows
- Structured on-the-job training and exposure to industry practices
- Opportunity to grow into more senior operational or client-service roles within a financial services environment
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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