Remote Efficiency Operations Specialist - Prudent Wealth

Position Overview:
We are seeking a proactive and detail-oriented professional to join our team as a part-time (10-20 hours per week,)  In this role, you will provide essential support to a Financial Planner at Prudent Wealth, by managing client interactions, ensuring operational efficiency, and delivering an exceptional client experience. You will act as the primary contact for client service needs, organize and track critical tasks, and support business operations, all while creating capacity for the advisor. Our practice works with engineers and analytical people, so understanding how they think is important. This role requires someone who thrives in a dynamic environment, enjoys independent collaboration, and takes pride in delivering thorough follow-up and personalized service. If you’re client-focused, and have a knack for staying organized, this is the perfect opportunity for you. Position is open due to current employee is...