New Level Resources, GP · 4 hours ago
Operations Associate
New Level Resources is seeking an Operations Associate to serve as the operational backbone of the organization. This role involves managing daily operations, refining processes, and providing strategic administrative support to leadership while maintaining a high-performing professional environment.
ConsultingHuman ResourcesProfessional ServicesTraining
Responsibilities
Oversee daily office operations to ensure a professional, efficient, and well-organized workplace
Establish, maintain, and continuously improve workflows, procedures, and internal processes
Manage vendors, building services, office supplies, and operational budgets
Lead administrative systems including mail handling, document management, and records retention
Coordinate onboarding logistics, system access, and workspace setup for new hires
Support compliance-related processes, documentation, and secure data handling
Serve as a central point of coordination across leadership, advisors, and client service teams
Prepare internal reports, operational updates, and meeting materials for leadership
Oversee calendars, scheduling, and internal communications
Ensure consistent, high-quality client service operations and follow-through
Support firm marketing initiatives, communications, and brand consistency
Act as a culture carrier, modeling professionalism, discretion, and accountability
Qualification
Required
5–7 years of experience in operations, office management, or administrative leadership
Strong leadership experience with the ability to anticipate needs and solve problems proactively
Exceptional organizational, communication, and time-management skills
High level of discretion and comfort handling confidential information
Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM systems
Ability to manage multiple priorities in a fast-paced, in-office environment
Preferred
Bachelor's degree preferred
Experience in professional services (financial services, legal, consulting, or similar preferred)
Benefits
Comprehensive health, dental, and vision coverage
Short Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance
401(k) retirement plan with employer matching
Vacation
Sick Leave
11 paid Holidays
Employee Assistance Program
Professional development opportunities, including tuition reimbursement and training programs.