About Kennedy Financial Network

We are a small, independent, women-owned financial services firm dedicated to empowering individuals and families—particularly women and underserved communities—to achieve financial confidence and long-term security. Our approach is deeply personal, relationship-based, and education-focused. We pride ourselves on personalized, exceptional service.

Position Overview

The Operations Associate will manage multiple priorities by providing administrative and operational support in a positive, transparent, upbeat work environment. We’re looking for a bright, hardworking and dedicated individual to join our team. The ideal candidate will be a highly organized go-getter who is comfortable with technology, detail-oriented and proactive. This role is the backbone for daily operations of the firm and reports directly to the founder.

Key Responsibilities

• Serve as a reliable point of contact for clients; provide support and strong follow-up
• Schedule client meetings and manage advisor calendars
• Process client paperwork (account openings, transfers, beneficiary updates, etc.)
• Track and follow up on pending client service items in a timely manner
• Assist with all aspects of onboarding new clients
• Coordinate and document client communications (emails, mailings, reminders, texts, etc.)
• Update/create content for website, social media, blog & other communication channels
• Assist with money movement requests (ACH, wires, distributions, contributions, RMD’s)
• Maintain up-to-date client records and help ensure regulatory and compliance accuracy
• Assist with firm initiatives including client education, marketing, events and operations
• Coordinate with bookkeeping/accounting as needed

Qualifications

Bachelor’s degree with experience in operations/administrative roles
Confident navigating technology platforms and software programs
Excellent professional interpersonal, written, and verbal communication skills
Impeccable attention to detail, go-getter, proactive, systems thinker and organized

Compensation and Benefits

Salary Range: Negotiable based on experience and qualifications
Benefits Include:
Quiet, upbeat work environment
Paid time off/holidays and health/dental benefit stipend
Comprehensive training and professional career development
Opportunity for growth/career trajectory

Our Values

We prioritize trust, empathy, transparency, and community. As a women-owned firm, we are committed to fostering equity in financial services and creating a supportive environment where professionals can thrive and grow.

To Apply:

Please submit your resume and a brief cover letter describing your interest and why you're uniquely qualified/interested in this opportunity to Kris Kennedy, Founder/Advisor, by email: kris@kennedyfinancialnetwork.com.

Kennedy Financial Network
6100 Uptown Blvd NE, Suite 500
Albuquerque, NM 87110