Operations Associate – Financial Operations

Job Description

Operations Associate | Garry Executive Search

The Tone:
This is a full-time role at a well-established, independent RIA and multi-family office, located in its downtown Sarasota office. The company builds a robust back-office and client service function, supporting its long-term growth and success. This position is a strategic growth hire, not a backfill, designed to add dedicated hands-on support to an expanding team. The Operations Associate is crucial for maintaining efficient daily operations and ensuring high-quality client service, contributing to the firm’s legacy of stability and client trust.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Sarasota, FL
• Pay: $75000–$105000 yearly
• Team: Small, deeply experienced operations and client service team
• Mission: To provide hands-on support for core back-office operations and client service, contributing to the firm’s growth and efficiency.

What You’ll Actually Do
• Financial Operations: Handle monthly cash reviews, investor activity monitoring, and month-end reconciliation.
• Client Accounts: Manage annual RMD handling and distributions processing, along with account tracking, billing, and client reporting support.
• Client Service: Support client onboarding and act as a point of contact for routine client service needs.
• Compliance Support: Review fund-level reporting and support compliance initiatives, with opportunities for increased responsibility.
• Marketing Assistance: Contribute to marketing content, including newsletters, LinkedIn posts, and emails, as a secondary function.

The Must-Haves
• Background: Early Career. A Bachelor’s degree in accounting, finance, or business is helpful, though not strictly required. Candidates must possess a highly detail-oriented and numbers-minded approach, similar to a bookkeeper or accountant, with a strong understanding of cash flows, spreadsheets, distributions, and RMD work.
• Experience: No specific years of experience are required. Candidates should demonstrate a proactive, self-sufficient work ethic once trained, proving to be a fast learner who retains training effectively.
• Skills: Key skills include a meticulous attention to detail, the ability to multitask and manage interruptions while handling sensitive information carefully, curiosity for expanding responsibilities, and strong internal communication.
• Bonus: Preference is given to candidates who are local to the Sarasota or Bradenton area.