Operations Specialist

Premier Financial Group is currently seeking a full-time Operations Specialist to join their team in Eureka, CA. As the Operations Specialist, you’ll work collaboratively with the entire team to manage client accounts, provide support to the team and deliver exceptional, consistent service.


  • Quarterly billing and submitting trades
  • Money transactions (withdrawals and deposits)
  • Monitoring data imports into our Portfolio Management System (PMS), annual rebalancing, and maintaining performance reports
  • Fulfilling team requests and managing service-related issues with providers
  • Participating in ongoing business development projects and meetings as needed
  • Participating in all team meetings and attending training events
  • Ability to adhere to rules and regulations as required by advisors and SEC
  • Collaborating with advisors regarding client documentation
  • Understanding of our investment approach


  • Minimum of 5 years of experience in a professional setting. Accounting or banking experience preferred
  • High school diploma or GED is required, college degree in related field is preferred
  • Microsoft Office proficiency
  • Adobe Suite proficiency preferred
  • Ability to maintain continuous attention to detail
  • Collaborate readily to effectively service the company, colleagues, and clients
  • Ability to learn in-house programs and tools
  • Reliable follow through on commitments
  • Seeking stability and security, looking for long term employment

At Premier, we believe in investing in our employees’ futures. That’s why we cover the cost of continuing education and licensing for industry certifications. We also take the time to celebrate our team’s successes and show our appreciation with celebrations and team appreciation events. It’s just one of the many ways we strive to create a positive and supportive work environment for our dedicated and talented employees.

Interested candidates should submit a resume and detailed cover letter explaining interest and qualifications to Yarrow@premierfinancial.com
Starting annual salary ranges from$52,000 to $56,160 based on experience.


At Premier Financial, we take financial peace of mind seriously, and we’re on a mission to deliver top-notch professional services with a personal touch to every client. We’re all about taking care of our Premier team, so we offer competitive pay, fantastic benefits, and plenty of chances for career growth in a nurturing and supportive atmosphere.

Premier’s comprehensive benefits package includes:

  • 29 paid days off per year
  • 50% of “employee” portion of medical insurance paid by Premier
  • $50k group life insurance premium paid by Premier*
  • Employer paid long-term disability insurance*
  • 401(K) matching, all fees and costs paid**
  • Annual memberships at Costco*
  • *Annual membership with Cal-Ore Flights*
  • Free, ongoing financial and retirement planning, including low and discounted management fees for employee and direct family
  • One-time $1k contribution into an educational 529 plan for employee’s school-aged children
  • $25 monthly toward a gym membership, $50 toward initiation fee*
*After 6 months of service **After 1 year of service

Additionally, Premier covers the cost of continuing education and licensing for industry certifications, and celebrates its employees with annual celebrations, team events, and professional coaching.

About Premier Financial Group

Premier is a financial services company, nestled right in the heart of Eureka, CA. With an impressive $500M+ in assets under management, Premier offers top-notch expertise and service in investment management, financial planning, and retirement planning.

At Premier, we pride ourselves on being a merit-based organization that highly values hard work and dedication. We believe in creating a diverse and inclusive workplace that supports the growth and development of all our employees. Our commitment to being an Equal Opportunity Employer is a reflection of our values and our belief that every individual deserves a fair and equal chance to succeed. With Premier, you can be confident in working for a company that not only has a strong reputation in the industry but also cares deeply about its employees.