Operations Analyst

Who We Are  

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 billion in assets under management. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. 

About the Role  

We are looking for an early career analyst that is ready to join our team in Seattle. Under the guidance of more seasoned teammates, you will provide operational support across all teams within the organization. You should be comfortable communicating with a diverse set of people and be excited about solving problems. 

If you’re excited to learn fast and make an impact, we want to hear from you. 

What You’ll Be Doing

• Provide excellent operational service and support to all of Freestone’s departments: Client Advisory, Client Service, Compliance, Investments, and Accounting.  
• Become a subject matter expert in Tamarac Reporting and Practifi CRM. 
• Seek opportunities to streamline and optimize Freestone’s operational processes; automate workflows whenever possible.  
• Process and manage client paperwork and operational documentation, ensuring information is complete, accurate, and processed in a timely manner. 
• Experiment and find new ways to leverage Claude and automation tools to improve operational efficiency, document repeatability, and the client experience. 
• Support Freestone’s quarter-end processes with precision and efficiency 
• Research and resolve ad hoc operational issues surrounding client-facing financial reporting and Freestone’s operational applications.  
• Identify opportunities to improve client onboarding and paperwork processes, using AI and automation to eliminate repetitive tasks and create more scalable workflows. 
• Partner with internal teams to develop and refine AI-enabled processes, balancing efficiency with appropriate quality controls and human review. 

Qualifications and Skills

• Bachelor’s degree in finance, economics, accounting, computer science, business analytics, or business management; other degrees will be considered.  
• 1-3 years of experience in the financial services industry preferred; exceptional recent graduates will also be considered.  
• Proficient in Microsoft Excel.  
• Experience with SQL preferred, but not a requirement.  
• Team oriented character with an exceptionally strong work ethic.