Operations Assistant (In-Office)

Crestmont Private Wealth is a boutique Registered Investment Advisory (RIA) firm headquartered in Boerne, Texas. We are the fifth largest RIA independently owned in the greater San Antonio area and the largest independently solely owned RIA firm in Boerne.  Our firm is built on a strong culture, exceptional client service, and a commitment to excellence. We offer an incredible team-based work environment with meaningful opportunities for long-term growth and advancement.
Position Overview:
We are seeking a highly detail-oriented and adaptable Operations Assistant to report directly to the Chief Operating Officer. This is a fully in-office role, ideal for someone who thrives in a structured, client-focused environment and is committed to precision and follow-through.
Schedule:

• Monday–Friday, 8:00 AM – 5:00 PM (In-office, mandatory)

• Support day-to-day firm operations and administrative needs, prioritizing tasks to meet internal deadlines
• Open and service client accounts, including new account paperwork, maintenance requests, and client data updates
• Deliver professional client support by phone and in person, escalating issues appropriately and following through to resolution
• Maintain complete, well-organized client and operations records to support compliance and audit readiness
• Support operational workflows (e.g., transfers, money movement, and service requests) and identify opportunities to improve efficiency
• Partner with the COO and team members to coordinate priorities, share status updates and maintain efficiency
• Execute tasks with a high standard of accuracy, meeting deadlines and proactively flagging risks or missing information

• Bachelor’s degree (required)
• Minimum of 5 years of experience with a financial advisory firm
• Licensing preferred but not required (SIE or operations licensing may be required; paid training provided)
• Charles Schwab platform experience strongly preferred (custody, service requests, and account maintenance workflows)
• Communicate clearly and professionally with clients and internal partners via phone, email, and in person
• Adapt quickly to shifting priorities and incorporate feedback and direction with minimal rework
• Produce consistently accurate work, double-checking entries and documentation before submission
• Manage multiple requests at once, track open items, and meet deadlines without sacrificing quality

• Alignment with our core values (please review prior to applying)
• A professional, client-first mindset
• Someone who takes pride in seeing tasks through to completion
• A team player who contributes to a positive and high-performing culture

• Competitive salary based on experience and performance ($45,000-$80,000)
• Health coverage: medical, dental, and vision insurance
• Retirement plan: 401(k)
• Paid time off (PTO) plus 11 paid holidays
• Supportive, team-oriented culture