We are seeking a highly motivated and organized Operations Associate to join our team. Reporting to the Director of Operations, you will play a pivotal role in handling paperwork and overseeing essential operational functions. This position is critical to ensure the smooth and efficient operation of our firm, allowing us to continue providing excellent service to our clients. If you are a highly motivated and organized individual with a passion for operational excellence, we encourage you to apply. Join us at Creative Capital Wealth Management Group and be a part of our mission to provide exceptional client service to high-net-worth individuals. Compensation: • Salary Range: $42,000-$52,000 • Paid Time Off • Health Benefits • 401K Responsibilities: As an Operations Associate with CCWMG, you will be responsible for: • Tracking and managing all client and account maintenance next steps • Maintaining client business flow and pipeline • Handling issues related to the accuracy of client data in CRM • Ensuring that all vendor and disclosure materials are up to date • Managing day-to-day tasks, including handling incoming phone calls, maintaining office supplies and environment, managing incoming mail, and filing to compliant standards • Undertaking other operations and client services tasks as assigned Qualifications: To be a successful Operations Associate with CCWMG, you must: • Strive to relentlessly deliver quality • Exhibit excellent customer service skills, viewing our clients as an extension of our family • Embrace innovation and actively seek improvement • Work collaboratively within our team • Possess genuine integrity and an excellent attitude • Demonstrate the ability to handle multiple tasks with interruptions, be organized, prioritize tasks, and maintain a high level of efficiency Compensation: $42,000 - $52,000

• As an Operations Associate with CCWMG, you will be responsible for: • Tracking and managing all client and account maintenance next steps • Maintaining client business flow and pipeline • Handling issues related to the accuracy of client data in CRM • Ensuring that all vendor and disclosure materials are up to date • Managing day-to-day tasks, including handling incoming phone calls, maintaining office supplies and environment, managing incoming mail, and filing to compliant standards • Undertaking other operations and client services tasks as assigned