Operations & Client Experience Associate

 Operations & Client Experience Associate 

📍Austin, TX (Virtual) | 🌱 Compensation: $25 - $30/hour | 🌈 W-2 Part Time (10-15 hours/week)

Are you the person who sends the 15-page Google Doc for the group trip?

You know who you are. While your friends are arguing over which beach to go to, you’ve already researched the best brunch spots, mapped the walking routes, and confirmed everyone’s flight numbers. You don’t do this because you’re a control freak—you do it because you love the peace of mind that comes with a perfectly executed plan. 

If that’s you, we need to talk. 

About Orchard Financial 

Orchard Financial is a boutique, woman and queer-owned firm dedicated to helping people align their money with their lives so they can live boldly. We specialize in helping folks navigate their finances without the stuffy suits, the jargon, or the judgment. 

We are "whole-human" advocates. We believe you can build a fulfilling career while being a present parent, a great partner, and your own person. We are tech-forward, high-efficiency, and deeply human. We don’t just manage wealth; we help our clients grow their own version of an "ideal life." 

 What You’ll Actually Be Doing 

⬦ Workflow Architect: When a new client joins us, you’ll drive the process—from setting up their portal to ensuring their DocuSigns don't get stuck in digital limbo. 

⬦ Calendar & Meeting Prep: Own my schedule. Beyond just booking, you will ensure clients have the right links, prep "meeting kits" (reports/agendas) and handle post-meeting follow-up tasks. 

⬦ Inbox Orchestration: You’ll help me filter the noise. You’ll be the first point of contact for routine questions, helping our clients get answers faster than I can provide them alone. 

⬦ Digital Librarian: Maintain our client files and CRM (Wealthbox). 

⬦ Tech Stack Mechanic: You’ll keep our tools (CRM, Financial Planning software, Custodian portals) clean, updated, and humming. 

⬦ "Better Way" Finder: We want you to see the bottlenecks. If a process feels clunky, we want you to help us build a better bridge. 

 Who You Are 

⬦ "Details" Person: You’re the one in your friend group who plans the trip because you actually enjoy looking at the logistics. 

⬦ Tech-Intuitive: You don't need a 50-page manual to figure out a new software. You’re comfortable with things like Google Workspace, DocuSign, and (ideally) financial CRM tools. 

⬦ High Integrity: You’ll be handling sensitive financial data. Discretion isn't just a policy; it’s your baseline. 

⬦ Values-First Human: You’re excited to work for a firm that prioritizes inclusivity and the LGBTQIA+ community. 

⬦ Proactive by Nature: You don’t wait for a "fire" to ask if I need help. You’re already two steps ahead, checking the horizon. 

Why You’ll Love This Role 

⬦ The "Parenting" Clause: We are parents. We get it. If your kid is sick or there’s a school event, we make it a priority to be there. We operate on trust and results, not hours spent in a chair. 

⬦ Autonomy: We don’t micromanage. We provide the destination, but we trust you to figure out the best path to get there. 

⬦ Local-First Hybrid: We’ll have a monthly or quarterly sync in person (ideally over coffee or tacos), but the rest of the time, you can work from your own "distraction-free" zone. 

Requirements 

⬦ Experience: Previous experience in this type of role is preferred. 

⬦ Remote Setup: A dedicated, distraction-free workspace and the self-discipline to work effectively from home. 

How to Apply 

Please follow these steps: 

1. Email your resume to leah@orchardfinancial.com. 

2. In the subject line, put: Your Favorite Austin Taco Spot / Orchard Job. 

3. In the body of the email please include a few sentences about why you want this role and what type of availability you have.