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Orchard Financial Group · 1 day ago

Operations & Client Experience Associate

Austin, TX

Part-time

Hybrid

New Grad, Entry Level

$25/hr - $30/hr

Orchard Financial is a boutique, woman and queer-owned firm dedicated to helping people align their money with their lives. The Operations & Client Experience Associate will drive client onboarding processes, manage schedules, filter client inquiries, maintain client files, and optimize operational workflows.

FinanceFinancial ServicesImpact InvestingPersonal FinanceWealth Management

Hiring Manager

Leah Coleman CFP®, AAMS®

Responsibilities

Work•fl•ow Architect:• When a new client joins us, you’ll drive the process—from setting up their portal to ensuring their DocuSigns don't get stuck in digital limbo

Calendar & Meeting Prep:• Own my schedule. Beyond just booking, you will ensure clients have the right links, prep "meeting kits" (reports/agendas) and handle post-meeting follow-up tasks

Inbox Orchestration:• You’ll help me filter the noise. You’ll be the first point of contact for routine questions, helping our clients get answers faster than I can provide them alone

Digital Librarian:• Maintain our client files and CRM (Wealthbox)

Tech Stack Mechanic:• You’ll keep our tools (CRM, Financial Planning software, Custodian portals) clean, updated, and humming

"Better Way" Finder:• We want you to see the bottlenecks. If a process feels clunky, we want you to help us build a better bridge

Qualification

CRM managementGoogle WorkspaceDocuSignFinancial Planning softwareHigh IntegrityProactiveTech-IntuitiveValues-First HumanDetail-oriented

Required

Previous experience in this type of role is preferred

A dedicated, distraction-free workspace and the self-discipline to work effectively from home

Benefits

The 'Parenting' Clause: We are parents. We get it. If your kid is sick or there’s a school event, we make it a priority to be there. We operate on trust and results, not hours spent in a chair.

Autonomy: We don’t micromanage. We provide the destination, but we trust you to figure out the best path to get there.

Local-First Hybrid: We’ll have a monthly or quarterly sync in person (ideally over coffee or tacos), but the rest of the time, you can work from your own 'distraction-free' zone.