The Opportunity Our growing investment firm is looking for an executive administrator & Operations Specialist who wants to make an impact. This position is not for someone who wants to sit on their phone and punch the clock. We are looking for a go-getter. Someone who is eager to learn, grow, and build a career with us in Montgomery.
You'll serve as a key point of coordination-keeping leadership organized, supporting client onboarding and service, liaising with custodians, and executing well-defined internal workflows. It's a dynamic, detail-focused role for someone who enjoys keeping things on track, solving problems, and contributing across multiple functions.
Key Responsibilities- Provide executive support including calendar management, meeting coordination, and internal communications
- Assist with onboarding new clients, preparing paperwork, and following internal setup processes
- Liaise with the firm's custodian to facilitate account openings, transfers, and service requests
- Process standard client service requests (e.g., change of address, money movement) using established procedures
- Maintain firm records and client files (both digital and physical), ensuring accuracy and confidentiality
- Execute recurring checklists and internal workflows for compliance, documentation, and client service
- Prepare agendas, background materials, and follow-up items for internal meetings
- Track and complete internal tasks using firm-approved systems and tools
- Coordinate office logistics and support occasional vendor communications
What You Bring- 2+ years of experience in a professional administrative, operations, or financial services role
- Strong attention to detail and reliability when following structured processes
- Excellent communication skills-polished, clear, and appropriate for both internal and external audiences
- High level of organization and time management, with the ability to prioritize and follow through
- Comfort working with confidential information in a regulated environment
- A proactive, helpful mindset-you take initiative and step in where needed
Why Join Welon Partners? Welon Partners is an independent fiduciary firm built on timeless values-
integrity, clarity, and excellence. We're a small, driven team doing thoughtful work and building a business designed to last.
In this role, your work will be
visible, valued, and essential to the firm's growth. You'll support seasoned professionals and contribute across both strategic and operational areas of the business-without the bureaucracy of a larger organization.
Requirements Transportation to and from our downtown office
Willingness to pass a background check and credit check
Process Submit your resume and
personalized cover letter no later than 4/15 to
If we are blown away by your cover letter, we will schedule a brief phone call.
If the phone call is a success, you will be asked to perform a few sample tasks and a work-type assessment.
Finally, we will bring you in for a final interview, which we hope will just be a formality.