Operations Assistant

Company Description We help retirees navigate the complexities of retirement with clarity and confidence through the Magnolia Method, a simple five-step planning process that begins with a relaxed conversation to understand individual priorities. Based on this understanding, we design custom roadmaps focused on income planning, investment management, tax efficiency, and estate strategy to support a secure and fulfilling retirement. We specialize in working with people who are preparing for or already in retirement, guiding them on income, investments, insurance coverage, and coordination with CPAs or attorneys. Our mission is to reduce financial stress so clients can focus on enjoying the next chapter of their lives. Additional disclosures are available at: https://www.simplicitywealth.com/social-media-disclosures/
Role Description This is a full-time, on-site Operations Assistant role based in Bilaspur. The Operations Assistant will support daily operational activities, including maintaining client records, preparing documentation, and assisting with scheduling and coordination of client meetings. The role involves tracking workflows, supporting operations management tasks, and helping ensure that processes run smoothly and efficiently. This position will also assist with handling client inquiries, coordinating with internal team members, and providing administrative support to enhance service delivery. The Operations Assistant will work closely with the operations and advis