Business Operations Coordinator

In our growing financial firm, we need a team member who can solve problems across functions, keep operations moving, and bring order to busy days. We believe great businesses are built by exceptional people who take ownership, improve systems, and help others perform at a higher level. We’re offering a ground-floor opportunity to join our rapidly growing financial firm as our Business Operations Coordinator.

What This Role Actually IsYou’ll be the connective tissue of our organization - supporting leadership, helping drive business development, creating a strong client experience, and keeping the office running smoothly.

That can range from supporting the founder with priorities and scheduling, to calling prospects, coordinating client events, or covering the front desk so both team and client needs are handled smoothly.

That means:

· Calling warm leads, referrals, and prospects to schedule appointments

· Managing calendars and coordinating meetings for leadership

· Assisting with founder email management, follow-up, and organization

· Supporting seminars, workshops, and client events through logistics and execution

· Greeting clients and visitors professionally while maintaining a polished office environment

· Covering the reception desk when needed

· Assisting with administrative projects across both the financial and legal businesses

· Becoming a reliable utility player who can step into priority areas when needed

Your role is execution, coordination, communication, and helping the business operate at a high level.

Why This Model Works

You’ll help leadership stay focused, help prospects get scheduled faster, help events run smoothly, and help the office remain organized and responsive.

Success in this role requires:

· Strong communication skills and confidence on the phone

· High personal organization and follow-through

· Comfort shifting between priorities quickly

· Good judgment with confidential information

· Professionalism with clients and team members

· Initiative – identifying what needs to be done and handling it

What Makes Us Different

Palante Wealth Advisors is an independent wealth management firm affiliated with Medina Law Group. We integrate financial planning, tax strategy, and estate planning under one roof — not as a tagline, but as daily practice. We move quickly, hold high standards, and value people who take ownership.

You’re the Right Fit If You:

· Have 2+ years of experience in business administration, client service, office management, scheduling, hospitality, or sales support

· Are polished, professional, and comfortable speaking on the phone

· Can manage multiple moving pieces without losing details

· Like variety more than repetition

· Enjoy helping others stay organized and productive

· Notice problems early and are willing to solve them

· Take pride in being dependable

· Opportunity to grow as the firm expands

You’re Not the Right Fit If You:

• Need constant direction to stay productive
• Dislike switching between different types of work
• Avoid phone communication
• Get overwhelmed easily when priorities change
• Prefer doing the minimum rather than improving systems
• Want anonymity instead of ownership

What We Provide

Compensation & Benefits:

• 401(k) with match
• Medical, dental, vision
• Paid time off and holidays
• Growth path as responsibilities expand

Professional Development:

· Direct exposure to leadership and business operations

· Training on systems, communication, and workflow management

· Opportunity to grow into operations, executive support, or management roles

Work Environment:

• Small to mid-sized team
• Culture focused on execution excellence, collaboration, and continuous improvement
• Pennington, NJ office (we value in-person collaboration)
• Clients who have chosen to work with us and value what we do

About Palante Wealth Advisors

We help pre-retirees and retirees plan for what we call a “Great Life” - a retirement where every day is great and keeps getting better. We believe the last third of life should be the best third.

Our name “Palante” means “forward” - we’re focused on what’s ahead for our clients, not what’s behind them.

We’re not trying to be the biggest firm. We’re building a firm where high-performing people can do meaningful work, grow professionally, and be proud of the standard they help create.

Check us out:

• www.palantewealth.com
• https://www.facebook.com/palantewealth
• https://www.instagram.com/palantewealth/

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person