Top Tech Jobs & Startup Jobs

Create graphics for brochures, event flyers, digital ads, social media, YouTube thumbnails, email campaigns, internal documents, and presentations. Maintain brand consistency, refine existing assets, collaborate with marketing and leadership on visual campaigns, handle quick-turn design requests, and recommend improvements based on current design trends.

Collects and analyzes internal and external data to identify trends, opportunities, and risks. Develops dashboards, reports, and visualizations for leadership; monitors KPIs; partners with advisors to answer business questions; and supports strategic planning through forecasting, modeling, and scenario analysis.

Supports break-fix IT solutions, data and systems administration, web design, and workflow automation using tools such as Zapier, Salesforce Flow, and Make. Works closely with leadership through mentorship and training while pursuing professional and industry certification development. The role also includes participation in personal and professional growth experiences within a fast-growing financial planning startup.

Serve as the first point of contact for prospective clients, explain the value of financial planning, follow up with warm leads and referrals, schedule advisor meetings, maintain prospect records, support educational events, and coordinate with advisors through onboarding. Ongoing training will build communication skills, systems knowledge, and financial literacy.

Greets clients, manages daily office operations, handles calls and correspondence, coordinates meetings, appointments, and travel, maintains electronic and physical files, assists with budgeting and invoicing, and serves as a contact for clients and team members.

Maintains financial records, journal entries, reconciliations, ledgers, accounts payable, accounts receivable, and payroll. Prepares recurring financial reports, supports budgeting and forecasting, ensures tax and regulatory compliance, coordinates with external accountants during audits and year-end filings, and improves accounting workflows and internal controls. Provides financial reporting support to leadership and department heads.

Supports daily operations, cross-department initiatives, process improvement, internal reporting, project tracking, documentation, and communication. The intern works with operations leaders to streamline workflows, maintain efficiency, and ensure projects are completed on time in a fast-growing financial planning startup.

Manage projects from inception through completion, ensuring deadlines and objectives are met. Coordinate across departments, improve processes, track progress, mitigate risks, organize company-wide initiatives and events, maintain team structure, remove roadblocks, and provide administrative support to leadership and advisors in a fast-growing startup environment.

Designs and improves business architecture, workflows, and operating systems for a financial planning firm. The role translates financial planning needs into scalable systems, supports advisory and client service teams, identifies workflow problems, proposes solutions, and partners with leadership to test, implement, and optimize tools, workflows, and strategies. It requires flexibility across responsibilities and a strong commitment to the firm's standards and growth-oriented culture.

Serve as a strategic partner to the CEO and team leads, helping guide business decisions and the firm’s overall direction. Delegate responsibilities, provide constructive feedback, organize cross-department meetings, and facilitate communication and collaboration. The role also includes building client relationships in person and virtually while supporting the needs of a rapidly scaling financial planning startup.