Operations Manager

The responsibility of the Operations Manager is to oversee the firm's operations to achieve the highest levels of productivity and profitability. The Operations Manager anticipates the needs of the firm, helps develop and maintain procedures, recommends necessary changes, and takes independent action within areas of authority.

Specific responsibilities include but will not be limited to:

• Ensure implementation and adherence to our client service model
• Ensure client meetings that should occur within a year are occurring at the proper times
• Maintain & update client information database
• Onboard new employees & coordinate training plan
• Help administer & track employee benefits & reviews
• Oversee vendor relationships and ensure invoices are paid
• Work with outside accountant/bookkeeper in the preparation and filing of the annual federal and state tax returns.
• Maintain gift log
• Help implement marketing strategy and client events
• Assist with tracking new business and forecasting sales
• Track client retention
• Ensure all team licensing and continuing education are current
• Lead various projects as needed

QUALIFICATIONS

It is recommended that the Operations Manager have the following qualifications:

• Bachelor's degree, preferably in business or an equivalent combination of education and progressively responsible work experience.
• Strongly prefer some financial industry experience.
• Demonstrated leadership to motivate and hold others accountable.
• High degree of initiative
• Superior written and oral communication skills
• Ability to take independent action to make sound decisions.
• Flexible and open minded
• A positive temperament
• Strong problem-solving skills