Operations Specialist

Lead with Purpose. Partner with Impact.
Founded in 2009, Hughes Financial Services LLC (HFS) is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping individuals and families navigate all aspects of their financial lives with confidence. We specialize in working with public servants, and executives in government contracting. As fiduciaries, we are committed to providing objective, unbiased advice that is always in our clients' best interests. Our mission is to empower and partner with those who lead and serve, by helping them secure their financial futures and impact generations to come.
At HFS, we believe exceptional client service begins with exceptional teamwork. Every member of our organization plays an important role in delivering a seamless, high-quality experience for the families we serve.
As our firm continues to grow, we are seeking a highly organized, detail-oriented individual to join our team. This position plays a critical role in delivering an exceptional client experience by supporting account administration, and a variety of operational and administrative initiatives.
This is an excellent opportunity for someone looking to build a career within the financial services industry while working alongside a collaborative team that values continuous learning, professional growth, and service excellence. The long-term goal of the role would be to grow into a senior operational leader within the firm.
What you’ll Do:

Provide operational and executive support to leadership, assisting them with daily management priorities and follow-through

Coordinate billing and accounts payable processes, assist with vendor relationships, and help resolve operational issues

Work to improve internal workflows, Salesforce administration, the client experience, and the firm’s broader software/technology processes

Provide marketing and project coordination support, including campaigns, events, client communications, or other initiatives designed to improve the client experience

Assist the operations team with client account administration
Process account openings, maintenance requests, updates
Work closely with custodians and platform providers such as Charles Schwab, Nationwide, and College America

What You Bring:

Bachelor’s degree in business, finance, or marketing, or equivalent professional experience

3-5 years of relevant professional experience, preferably within an RIA or Wealth Management

Marketing, communications, or client experience background preferred

Experience with CRM platforms, Salesforce experience strongly preferred

Familiarity with custodial platforms, and financial services technology preferred; experience with Charles Schwab is a plus

Why join Hughes Financial Services?

Join a team that is passionate about helping clients achieve financial confidence and independence. Your work will directly contribute to improving the lives of the families we serve
We are committed to investing in our team members’ professional development and long-term career advancement (firm paid education, certifications, and professional designations related to career growth)
Work within a close-knit, supportive organization where every voice matters.
Enjoy a culture built on teamwork, integrity, and continuous improvement
An emphasis on work life balance: hybrid opportunities, reduced summer hours, generous PTO policy
Competitive Benefits including a 401k with Matching, Company paid health insurance options available, etc

Join a team that is passionate about helping clients achieve financial confidence and independence. Your work will directly contribute to improving the lives of the families we serve
We are committed to investing in our team members’ professional development and long-term career advancement (firm paid education, certifications, and professional designations related to career growth)
Enjoy a culture built on teamwork, integrity, and continuous improvement
An emphasis on work life balance: hybrid opportunities, reduced summer hours, generous PTO policy
Competitive Benefits including a 401k with Matching, Company paid health insurance options available, etc.