Behind the Title
At Innovia Wealth, thoughtful internal processes and a welcoming office environment set the tone for everything we do. As an Operations Associate , you'll play a key role in keeping our office running seamlessly, supporting operational workflows, coordinating resources, and assisting across multiple areas of the firm. You'll also be the friendly face greeting clients, helping ensure every interaction reflects our commitment to professionalism and care.
This role is ideal for someone eager to learn and grow within business operations. Reporting to the Director of Finance and Human Resources, you'll gain hands-on experience across various operational functions, receive mentorship from senior leaders, and develop the skills to advance your career while directly contributing to the efficiency and success of the firm.
The Operations Associate Role at Innovia
Once fully onboarded, you'll take on the following responsibilities :
Operations Support
- Execute assigned operational processes with professional care and discretion, in areas including hiring and onboarding, expense management, compensation and accounting.
- Assist in research and analysis of firm-prioritized topics to inform decision-making.
- Prepare reports, summaries, and presentations, including company and strategy meeting materials.
- Contribute to playbook development and operational priorities, helping streamline workflows and implement best practices.
- Support the review and implementation of systems and technology to improve team efficiency and consistency.
- Collaborate on special projects and cross-functional initiatives, driving innovation and continuous improvement across the firm.
- Provide calendar management, meeting note-taking and other administrative support for The Director of Finance and Human Resources and the Chief of Staff.
Office Administration
Manage office operations and daily upkeep, including maintaining supply inventory, coordinating kitchen and conference room needs, and ensuring common areas are well-organized.Process incoming and outgoing mail, packages, and shipments to ensure timely delivery and distribution.Oversee building and suite access, including parking cards, fobs, and visitor passes.Coordinate company meetings and events, including lunch & learns and special team celebrations.Plan and facilitate community outreach and team-building initiatives, fostering connection and engagement across the firm.Spearhead recognition of team milestones, including birthdays, weddings, babies, and other personal or professional achievements.Build and maintain vendor relationships to support office operations, events, and special projects.Handle service requests for office equipment and appliances, ensuring timely resolution and smooth operations.Client Experience
Welcome and greet clients and visitors, ensuring a warm first impression.Manage conference room schedules and help prepare meeting spaces.Answer and direct incoming calls on the main phone line.Support planning and execution of client seminars, marketing events, and in-office gatherings, helping to enhance the overall client experience.Qualifications / Competencies
Prior experience in operations, office administration, or a related role.Strong organizational skills with the ability to manage multiple priorities.Excellent interpersonal and communication skills with a client-service mindset.Proactive problem-solver with attention to detail.Comfortable with technology and adaptable to new systems or processes.Bachelor's degree strongly preferred.Innovia ISM's
Our culture is our secret sauce. Here's what we live by :
We're Not Selling Perfection, Just Being Real : Focus on genuine interactions and personal authenticity.Be a Pro : Proofread your work. Be punctual. Own your outcomes.Win or Learn : Embrace feedback and stay curious without letting ego get in the way.Celebrate the Wins : Acknowledge progress. Share success.The Best is Yet to Come : Be optimistic and positive in your vision.Entrepreneurism is the Greatest Form of Charity : Innovate to create impact. Help clients do the same.Pay it Forward : Help others without keeping score.Practice Purposeful Abandonment, Don't Fall in Love with Your Homework : Prioritize what matters and keep learning.Every Yes is a No; Every No is a Yes : Be intentional with your commitments.News Doesn't Happen in the Newsroom : Be in the know by staying engaged. Get out there and take action.Practice Professional Courtesy : Recognize that your decisions and actions have impact; seek to understand the broader impact before jumping into action.Assume Positive Intent : Trust first. Verify later.Be an Aspirin : Start with "yes," and make others' lives easier.Don't Bury the Headline : Communicate what matters clearly and early.Surround Yourself with People who Fight for You in Rooms You Aren't In : Loyalty and advocacy are key.Everything Happens for a Reason : Stay grounded and open-minded. See the possibility, even if it wasn't the outcome you hoped for.Our Commitment to Our Team
We embrace a strong culture that provides clear and consistent messaging. We provide the tools and training needed to support career development and allow for growth opportunities. We achieve our goals through a spirit of collaboration and cooperation. We improve through our learns and we celebrate our wins.
Compensation & Benefits
Competitive base salaryBonus structure tied to individual and company performance100% employer paid medical, dental, vision, disability and life insurance401k retirement plan with profit sharingPaid time off and company-recognized paid holidaysReady to grow with us?
If you're energized by supporting both operational excellence and client engagement - and excited to be part of a team where culture is more than a buzzword - you've found the right place. Join our team that believes in ownership, teamwork, and that the best is yet to come!
We require a background check as a condition of offered employment.
