Operations Manager - Financial Services

Job Description Office Personnel

Operations Manager

Reports to Director of Operations

Major Function

Organize, manage and perform the short and long term functions of managing the client experience, as well as the responsibility of all administrative duties pertaining to daily operation of a busy and fast paced Wealth Management practice. The ideal candidate will be kind, highly organized/detailed, enjoy working as part of a team and will possess a genuine desire to work with and help people.

Required Skills

• Attention to Detail

• Ability to work independently

• Ability to multitask

• A high degree of computer literacy and fluency in Microsoft Office (Word, Excel and Outlook)

• Ability to thrive as part of a team

Duties

• To greet clients on the phone and in person. To cheerfully and consistently perform the duties of “Gatekeeper”.

• Organize, maintain and manage all Advisor calendars.

• Organize and perform all administrative functions including incoming and outgoing client correspondence; maintaining files, books and records, preparing and processing deposits, daily client account notifications; etc.

• Perform the majority of all client service operations on a daily basis.

• Assist and prepare specific and targeted tasks alongside Director of Operations.

• Coordinate daily office activities including purchase and maintenance of all office supplies and equipment. Perform and oversee routine office maintenance tasks including watering plants, maintaining coffee station, recycling and cleaning services.

• Assist partners and advisors in preparing client presentations.

• Become a Notary Public.

General Requirements

Educational: Minimum High School or equivalent; prefer college degree in related field

Skills: Strong communication, detail oriented, computer, typing and math skills. Experience with Microsoft Office

Experience: Minimum 2 years as administrative assistant or office management capacity.

Hours: 8:00 am – 5:00 pm Mon. – Fri.

Paid Vacation

Paid Time Off Available

All Market Holidays

Salary commensurate with experience with a 90 day initial performance review.

Benefits

Disability, Life Insurance, 401k. Additional Benefits negotiable.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Application Question(s):

• Are you willing and able to pass a background/fingerprint check?

Work Location: In person