Business Operations Associate

Business Operations Associate

If you’ve built wealth, you deserve more than just good advice. You deserve a team that moves with precision, protects what matters, and executes at the highest level.

At Island Wealth Strategies that is what we do.

We are a strategic capital advisory firm serving executive leaders, professional athletes, entrepreneurs, and multi-generational families. Recognized by Forbes among the Top 1% of Best-In-State Financial Advisors in Texas, we are in active growth mode with a bold goal: $100 million in 1,000 days.

We operate with intention. We execute with excellence. And we are building a team that does the same.

The Opportunity

We are hiring a Business Operations Associate to support our leadership team and keep the business running seamlessly behind the scenes.

This is an entry-level role for someone early in their career who is sharp, detail-oriented, and ready to work. You will be hands-on in the day-to-day operations of the firm, owning administrative execution, supporting client workflows, and ensuring nothing falls through the cracks.

This role is high repetition, high responsibility, and high visibility.

If you are someone who takes pride in getting the details right, moves quickly, and thrives in a fast-paced environment, this is a strong entry point into a high-performing firm.

What You’ll Do

Keep the Day Going

• Contribute to a focused, respectful, and high-performing team environment
• Manage calendars, scheduling, and meeting coordination for the IWS leadership tea
• Support inbox organization and basic correspondence
• Prepare materials and capture notes for meetings
• Maintain clean, organized systems and files

Own the details

• Contribute to a focused, respectful, and high-performing team environmen
• Enter, update, and audit data in Salesforce and Monda
• Ensure accuracy across client records and internal system
• Execute repeatable processes with consistency and precision
• Engage in managing projects and intimate event execution

Support Client Operations

• Contribute to a focused, respectful, and high-performing team environment
• Assist with client communications and follow-ups
• Coordinate logistics for meetings and deliverables
• Help ensure a smooth and professional client experience

Leverage Tools and Systems

• Contribute to a focused, respectful, and high-performing team environment
• Learn and navigate platforms such as eMoney, Holistaplan, Wealthscape, etc.
• Work daily in Microsoft Office and Zoom
• Use AI tools to improve efficiency, speed, and output

Be a Reliable Team Player

• Learn and navigate platforms such as eMoney, Holistaplan, Wealthscape, etc.
• Support advisors and leadership as needed
• Follow direction and proactively flag gaps
• Contribute to a focused, respectful, and high-performing team environment

What You Bring

• Support advisors and leadership as needed
• 0 to 2 years of experience or relevant internships; experience in Financial Services, a plus
• Education (i.e. degree, certification, etc.) in Business, Finance, Economics, or related field, preferred
• Strong attention to detail and pride in high-quality work
• Organized, responsive, and able to manage multiple priorities
• Clear, professional communication skills
• Comfort with technology and willingness to learn quickly
• Familiarity with CRM systems (Salesforce and/or Monday, a plus)
• Interest in financial services and business operations

Work Structure and Location

• Full-time, Hybrid role in Dallas, Texas
• Travel may be required
• July 2026 start date

Why Join Us

• Work directly with executive leadership in a high-growth firm
• Build real, transferable skills early in your career
• Gain exposure to clients, operations, and financial strategy
• Be part of a team scaling toward $100M with intention and discipline

Compensation

We offer a highly competitive compensation and benefits package designed to reward excellence and support your growth. For the right candidate, the base salary ranges from $50,000 to $60,000 annually, aligned with experience and market competitiveness. This role is also eligible for annual merit increases and performance bonuses, creating meaningful upside as you contribute to the firm’s continued success.

Equal Opportunity Statement
Island Wealth Strategies is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other protected status under federal or Texas law. We value diversity and are committed to creating an inclusive, equitable workplace where all team members can thrive

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• How do you handle urgency, shifting priorities, and pressure when everything feels important at once?
• How have you managed providing administrative support to multiple leaders at the same time?
• What systems and tools have you use to manage calendars, travel, inboxes, vendors, and personal tasks for a high demand leader? Do you have experience with Monday CRM? Salesforce?

Work Location: Hybrid remote in Dallas, TX 75244