Administrative Operations Specialist (Financial Services)

Location: Scottsdale, Arizona, United States. In-office, full-time role with working hours Monday through Friday, 8:00 am–5:00 pm Scottsdale time.

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

Company

hirify.global is hiring for its Central Administrative Operations team supporting Client Service teams and clients across the country.

What you will do

• Prepare and process client onboarding, account implementation, and maintenance documentation.
• Provide operational support to Client Service teams on account activity, service needs, and process questions.
• Gather, enter, and maintain accurate client information in Salesforce.
• Process money movement and investment-related requests, including capital calls, distributions, journals, trades, and asset transfers.
• Monitor custodial alerts, research account, system, and data discrepancies, communicate progress, and escalate issues when needed.
• Document and update procedures, support process-improvement initiatives, and identify ways to reduce errors and improve client and teammate experiences.

Requirements

• At least 2 years of relevant experience in the financial services industry is required; experience with a Registered Investment Advisor, investment management firm, or bank is preferred.
• High school diploma, completed GED, or equivalent is required; an undergraduate degree is desired, preferably in Business, Economics, Finance, or Accounting.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to work independently in a fast-paced, deadline-oriented, evolving environment.
• Strong organization, prioritization, time management, attention to detail, and accuracy.
• Strong computer skills and proficiency with Microsoft Office products, including Word, Excel, and Windows.
• Ability to manage high volumes of detailed and recurring work while maintaining dependable follow-through.
• Ability to learn complex systems, workflows, custodial platforms, and operational requirements.
• Must be available for full-time, in-office work in Scottsdale during Monday–Friday, 8:00 am–5:00 pm Scottsdale time.

Nice to have

• Knowledge of Salesforce CRM, Tamarac, and banking or financial custodian platforms.

Culture & Benefits

• Work-from-office culture with flexibility, collaborative teams, and client-focused operations.
• Fully paid medical, dental, and vision coverage, plus a 401(k) with 100% matching up to 3% of annual compensation.
• Equity ownership opportunities, a New Business Incentive Program, referral bonus, cell phone data reimbursement, and financial planning discounts.
• At least three weeks of PTO from the first day, paid holidays, seasonal flex days, unlimited volunteer time off, and subsidized transit.
• Training and certification reimbursement, career development plans, coaching, wellbeing support, team-building events, and employee communities.
• Paid parental leave, adoption benefits, and milestone benefits including a three-month paid sabbatical after 10 years.

Hiring process

• The position is classified as non-exempt and is eligible for overtime pay under applicable law.
• Visa sponsorship is not available; candidates requiring or potentially requiring employment visa sponsorship cannot be hired.