Financial Services Operations Manager

Seeking dedicated individual to manage the operations of a private practice financial services firm. Must have strong interpersonal and communication skills to engage with clients and prospects directly by phone and/or email. Must be professional in appearance and have basic knowledge of investment products, various financial account registrations, and financial technical processing systems. Blend of on-site and remote work based upon ability to work efficiently and independently. Starting annual salary range $50,000 - $60,000 based upon experience. Additional office production incentives and opportunities for career advancement in the financial services industry available.

Duties include:

• Scheduling and Confirming Client Appointments on Office Calendar
• Maintaining Digital Client Profiles and Digital Account Files
• Navigating Integrated Technical Financial Systems
• Establishing New Account Applications & Disclosure Packages
• Initiating and Following Status of Account Transfers
• Collaborating to Automate Client Onboarding & Client Service Models & Workflows