{"id":2501879,"url":"https://alion.io/job/meritfinancialadvisors-operations-associate","title":"Operations Associate","company":{"id":721710,"name":"Meritfinancialadvisors","domain":"meritfinancialadvisors.com","url":"https://alion.io/company/meritfinancialadvisors","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Comeet","truth_index":{"grade":"B","score":75,"open_postings":3,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-15T05:46:00Z"}},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Alpharetta, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":39000,"max_usd":81000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2247},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-09-16T15:14:21Z","employer_posted_date":"2026-09-16","last_verified_at":"2026-10-15T05:34:22Z","board_verified":true,"closed_at":null,"days_open":28,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":28},"description":"Description\nThe Company:\nMerit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.\nMerit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.\nHeadquartered in Alpharetta, GA, with over 90 locations across the country, Merit balances tactical advice with innovative strategy. Our 470 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.\nThe Position:\nThe Operations Associate will support the field of wealth managers and client service team members nationwide. Being a vital part of headquarters operations, this position will maintain proficient operational workflows for all employees nationwide.\nResponsibilities:\nPromptly resolve and / or escalate problems / discrepancies within established timelines.\nClearly document all occurrences and exceptions for future reference\nRequest new rep code creation with custodians and monitor data to ensure completion\nEstablish login access and entitlements on custodian and operational technology platforms (Fidelity, Schwab, PKS, SEI, Orion, CAIS, etc.)\nServe as an administrator for key technology systems\nManage user access, onboarding, and off-boarding for employees\nCollaborating with Merit Team members to answer and solve operational questions and escalations with Merit’s operational & custodial platforms\nEstablish and maintain internal service level agreements (SLAs) ensuring quality control and adherence to firm policies and procedures\nExecute account movements between advisors within all data systems (Custodian, Orion, Salesforce and sponsor companies). \nProcess alternative investment orders through centralized account opening team using CAIS Alternative Investment platform\nCollaborate with advisors and operations team members on data discrepancies, resolve issues, and perform reconciliation on cross functional systems (custodians vs. Orion vs. Salesforce)\n Cross-train in support of other areas of Operations as needed\nMaintain precise records and audit trails for all processed transactions\nPrioritize workload effectively to meet deadlines in a high-volume processing environment\nCollaborate with internal partners to clarify requests and facilitate timely resolution\nContinuously monitor for risk and escalate potential compliance issues when identified\nApply strong attention to detail to minimize errors and uphold data integrity across systems\nProvide timely and accurate status updates within contact management and workflow systems.\nMake outbound phone calls to financial professionals as needed to resolve issues and communicate status updates.\nMaintain a strong understanding of firm processes and policies.\nAct as back-up support to co-workers by cross-training on all department functions and demonstrating flexibility during periods of increased workflow.\nPerform additional duties as assigned.\nRespond to questions regarding accounts, products, services, and procedures or route to the appropriate department from our ticketing portal.\nResearch and resolve issues efficiently, escalating complex matters as needed\nDocument all interactions accurately in internal systems\nWork closely with internal teams to resolve inquiries and improve service delivery\nContribute to a positive team environment and customer-focused culture\nResearch and resolve issues quickly, accurately, and with appropriate urgency.\nCommunicate regularly with internal and external contacts to resolve issues, confirm information, and provide status updates.\nMaintain and update internal workflow templates to ensure consistency and efficiency across the firm\nSupport ongoing operational projects and firm initiatives\nIdentify opportunities to improve processes and streamline internal operations\nMaintain system data integrity and support ongoing system organization\nWork with the Sr. Operations Manager, VP of Operations and COO as projects in the department are initiated\nDevelop relationships with the Client Service team members and leadership\nSalary + Benefits:\nCompetitive, based on experience\nMedical Insurance \nDental/Vision Insurance \nLife & Personal Accident Insurance \nShort-term Disability Insurance \nLong-term Disability Insurance \nFlexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA \n401(k) Plan with company matching\nPaid Time Off (PTO) and paid holidays \nBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 - Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.\nGeorgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.\nInc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market\nCompensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.\nRequirements\nRequirements:\nAssociate’s or Bachelor’s Degree\nA minimum of 2+ years in operations for a wealth management firm.\nExcellent knowledge of the securities industry’s rules & regulations\nAbility to take initiative, solve challenges and handle multiple tasks.\nProficient computer skills (ability to access email and the Internet) and proficiencies in Outlook, Word, and Salesforce\nExperienced and highly skilled with Excel\nExcellent written and verbal communication skills\nOutstanding teamwork and time management skills.","description_format":"text","description_chars":7370,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Health insurance","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-14T06:11:58Z"}],"visa":[],"liveness":{"score":27,"band":"fade","label":"Fading","p_open":1,"p_active":0.606,"p_room":0.45,"age_days":28,"expected_fill_days":17,"reasons":["conf:0","win:tail","comp:junior"],"computed_at":"2026-10-15T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/meritfinancialadvisors-operations-associate","json_url":"https://alion.io/job/meritfinancialadvisors-operations-associate.json","meta":{"generated_at":"2026-10-15T06:30:22Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":9771,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":721710},"rest":"https://alion.io/mcp/rest/get_company?id=721710"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmeritfinancialadvisors-operations-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmeritfinancialadvisors-operations-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmeritfinancialadvisors-operations-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/meritfinancialadvisors-operations-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmeritfinancialadvisors-operations-associate"}]}