Join a client-focused financial planning team where your work truly makes a difference.
About the Role
Are you highly organized, detail-driven, and passionate about helping others? We’re looking for an Operations Director to be the backbone of our financial planning team—supporting advisors, serving clients, and ensuring every detail is handled with care and precision.
This is more than an administrative role—it’s a key position that keeps our client experience seamless, professional, and exceptional.
What You’ll Do
As Operations Director, you will:
Open and manage financial accounts, transfers, and transactions
Build strong, professional relationships with clients and advisors
Keep client data accurate, organized, and up to date
Prepare materials and execute logistics for client meetings
Coordinate with custodians, insurance agents, attorneys, and more
Manage day-to-day tasks while owning longer-term projects
Solve problems quickly and handle unexpected needs with confidence
✅ What Makes You a Great Fit
You thrive in a fast-moving, detail-heavy environment and bring:
✔ Strong attention to detail and accuracy
✔ Excellent communication and client service skills
✔ Ability to multitask and prioritize effectively
✔ Professionalism, discretion, and dependability
✔ Proficiency in Microsoft Office (Excel, Word, Outlook)
✔ Basic math skills for financial tasks
✔ A team-first mindset and adaptability
Bonus: Experience in financial services or knowledge of retirement accounts
Why You’ll Love This Role
This role is ideal for someone who:
✨ Enjoys helping people and creating positive client experiences
✨ Takes pride in organization and getting the details right
✨ Wants to grow within a collaborative, supportive team
✨ Likes owning projects and seeing them through to completion
Compensation & Benefits
Salary: $55,000 – $65,000 (based on experience)
Plus:
✅ Annual cost-of-living & merit-based increases
✅ 10 days PTO (increasing annually) + 10 paid holidays
✅ Generous 401(k): 6% match + 7% profit-sharing
✅ Paid professional development opportunities
Education & Experience
Join Us
If you’re ready to bring your organizational skills, professionalism, and client-focused mindset to a role where you’ll make a real impact—we’d love to hear from you.
Apply today and help us deliver exceptional financial experiences every day.
We take walk-in interviews Monday-Friday from 7:00 AM-5:00 PM! Or you can call or text us at 360.734.2457 for an immediate interview!
Have you heard about our $200 REFERRAL BONUS? Refer a friend to Express they get $100, and you get $100!
For confidential consideration, we offer several ways to apply:
-Call or text our office at 360-734-2457 for an immediate phone interview.
-Complete an online application on our website: www.expresspros.com/apply
-Email your resume to: Shannon.jacoby@Expresspros.com
-Come by our office and talk to one of our Employment Specialists: 4164 Meridian Street, Ste 200, Bellingham, WA 98226
About Express Employment Professionals:
When you choose Express Employment Professionals for your employment search, you gain access to a network of top local companies and the support of our experience in hiring professionals who specialize in recruiting. Your education, skills, and experience are matched with the short-term, contract, and full-time positions our client companies have hired Express to recruit for. This is a FREE service for all job seekers! ! Express has a wide range of jobs that meet employment goals, including Administrative, Professional, Skilled Trades, and Commercial positions
Our Office Services Division is always recruiting for:
Receptionist
Front Desk Executive
Data Entry
Administrative Assistant
Customer Service
Office Assistant
Executive Assistant
File Clerk
For a complete list of all open positions:
Visit https://www.expresspros.com/bellinghamwa
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