Administrative Operations Specialist (Financial Services)

Location: Scottsdale, AZ; on-site and in-office, Monday through Friday, 8:00 am–5:00 pm Scottsdale time

Pay: $29.00–$36.20 per hour ($60,000–$75,000 annually)

Company

hirify.global provides financial services and client-focused investment support.

What you will do

• Prepare and process client onboarding, account implementation, maintenance, and service documentation.
• Support Client Service teams with account activity, operational requests, and process questions.
• Maintain accurate client information and records in Salesforce.
• Process capital calls, distributions, journals, trades, and asset transfers.
• Monitor custodial alerts, investigate account and data discrepancies, and escalate issues when needed.
• Document procedures and contribute to process-improvement initiatives.

Requirements

• At least 2 years of relevant experience in financial services, preferably with an RIA, investment management firm, or bank.
• High school diploma, completed GED, or equivalent required; an undergraduate degree is desired.
• Strong organization, prioritization, time management, communication, judgment, and attention to detail.
• Ability to manage high-volume, deadline-oriented, process-driven work with consistent accuracy.
• Proficiency in Microsoft Office, including Word, Excel, and Windows.
• Must work in the Scottsdale office; visa sponsorship is not available now or in the future.

Nice to have

• Knowledge of Salesforce CRM, Tamarac, and banking or financial custodian platforms.
• Business, Economics, Finance, or Accounting degree.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with a 100% match up to 3% of annual compensation and equity ownership opportunities.
• At least 3 weeks of PTO from Day 1, paid holidays, winter break, summer Friday flex-days, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and dues, plus career development and wellbeing programs.
• Paid parental leave, adoption benefits, subsidized transit, and employee community events.
• Overtime eligibility for this non-exempt position in accordance with applicable law.