Operations Associate- 2/13 Strategic Partners

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
2/13 Strategic Partners is a financial advisory team at Hightower, an advisor-owned financial services company. This team has been recognized by Forbes and Barron as one of the leading wealth management groups in the Philadelphia area and has been recognized in the RIA Advisor Hall of Fame, Private Asset Management, and Financial Advisor Top RIA list.
2/13 Strategic Partners consists of 15 financial professionals located in Wayne, PA. The team serves approximately 350 families and has over $1.3 billion in client assets. This growth-focused team provides financial planning and wealth management services to corporate executives, business owners, and wealthy families. Visit our website here to learn more.

Our Internal Core Values

• Shared vision: We are motivated through goals and objectives that support our strategic direction.
• Accountability: Everyone knows and owns what they need to do to contribute to the success of the firm.
• Collaborative: Our team is committed to working together within and across multiple functions.
• Trust: We build trust through our shared experiences, integrity and honest relationships.
• Professional growth: We are committed to learning from our experiences and continuing to build our expertise.

What You'll Do

• Coordinate and schedule appointments, meetings, and conference calls, and maintain calendars for advisors or team members
• Work closely with marketing director to book events and manage vendors
• Prepare meeting agendas and other relevant materials, ensuring accuracy and timeliness, including travel coordination
• Confirm meeting and event attendees for upcoming engagements
• Schedule and coordinate internal meetings along with client meetings on a weekly, monthly, and quarterly basis
• Answer phones in a professional manner, providing answers when possible and transferring calls or taking messages when needed
• Greet clients in office, offer beverages and direct them appropriately
• Serve as a point of contact for internal staff and/or external partners, providing excellent service and addressing inquiries or concerns promptly
• Manage office mail, disperse to the team, and coordinate delivery to clients
• Maintain office including kitchen, workspace organization, ordering supplies and other team needs
• Coordinate with vendors and service providers for maintenance, repairs, and other office-related activities
• Maintain accurate records and databases, ensuring confidentiality and data integrity
• Basic financial tasks, such as processing invoices, expense tracking, and budget monitoring
• Other responsibilities and tasks as assigned

What You'll Bring

• Strong administrative, planning, and organizational skills
• Meets deadlines effectively and proactively anticipates tasks
• Proven experience scheduling, booking, and coordinating meetings and travel arrangements
• Salesforce, Microsoft Office, Adobe experience preferred
• 5+ years of experience working with C-suite executives
• Strong interpersonal skills and the ability to work collaboratively
• Basics IT and technology understanding preferred

What Success Looks Like

• You gradually develop meaningful relationships with our client base as you set appointments, assisting with events, and greeting our clients.
• You take initiative to help both clients and the team when you see a need.
• You are considered by both clients and the team to be warm, welcoming, helpful, and friendly.
• You are the go-to person for any of the teams support needs.

What We Offer

• Opportunity to work remote based on approval
• Coverage on the first day of employment for medical, dental, and vision insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• 401k Matching Plan
• Student Loan Assistance
• Pet Insurance

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.