About this position
Job Description
Job Description
Position Overview
We are seeking a highly motivated Operations Assistant to join our growing team. This role is ideal for someone who thrives in a collaborative environment, is detail-oriented, and eager to build a career in financial services. No prior industry experience is required, but would be preferred, just a strong work ethic, professionalism, and a desire to contribute to a mission-driven organization.
As an Operations Assistant, you will be an integral part of our day-to-day operations, supporting advisors, clients, and firm initiatives. This is an excellent opportunity for someone interested in learning the investment advisory business while growing within a supportive, values-based culture.
Key Responsibilities
- Serve as a key liaison with custodians and maintain accurate, timely updates in Redtail CRM for all client data and paperwork.
- Coordinate incoming calls and direct inquiries to the appropriate team members with professionalism and care.
- Assist in the preparation, quality review, and distribution of quarterly client reports.
- Provide operational and administrative support for client meetings, including scheduling, materials preparation, and system updates.
- Participate in firm-wide initiatives, compliance support, and process-improvement projects.
- Handle confidential information with discretion and maintain compliance with firm policies.
- Other duties as assigned to support the continued success of the firm.
Qualifications & Skills
- Bachelor’s degree preferred; relevant coursework, internships, or customer service/administrative experience a plus.
- Strong organizational skills and attention to detail.
- Professional communication skills, both written and verbal.
- Ability to prioritize and manage multiple projects independently in a deadline-driven environment.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); CRM/database experience preferred.
- Demonstrated ability to work effectively in a collaborative, team-based setting.
- A proactive mindset and willingness to learn in a highly regulated industry.
Sovereign Investment Advisors (SIA) is a Native-owned, SEC- Registered, independent, fee-only investment advisory and portfolio management firm headquartered in Phoenix, AZ. Since 2008, we have provided services for Native American tribes, tribal entities, and mission-driven organizations to help steward their financial futures with integrity, transparency, and discipline.
Our philosophy is rooted in long-term partnership, fiduciary responsibility, and a commitment to delivering customized investment solutions that honor the values and priorities of the communities we serve. We believe in diplomacy, diversification, and disciplined investing, even in volatile markets, while upholding the highest standards of trust and accountability.
Company Description
Sovereign Investment Advisors (SIA) is a Native-owned, SEC- Registered, independent, fee-only investment advisory and portfolio management firm headquartered in Phoenix, AZ. Since 2008, we have provided services for Native American tribes, tribal entities, and mission-driven organizations to help steward their financial futures with integrity, transparency, and discipline.\nOur philosophy is rooted in long-term partnership, fiduciary responsibility, and a commitment to delivering customized investment solutions that honor the values and priorities of the communities we serve. We believe in diplomacy, diversification, and disciplined investing, even in volatile markets, while upholding the highest standards of trust and accountability.
Location and commute
11010 S 51st St, Phoenix, AZ 85044.
Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.
How to apply
Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3267944596.