Job Description
Job Description
We are looking for an experienced Operations Manager to oversee administrative and operational functions within a boutique financial services firm in North Palm Beach. This role requires a meticulous individual who excels at managing office processes, supporting client relations, and ensuring the smooth day-to-day operations of the team. The ideal candidate will thrive in a collaborative environment and possess a strong background in financial services or related fields.
Responsibilities:
• Manage office administration tasks, including processing bill payments and maintaining an organized inventory of supplies.
• Provide clerical support to advisors and staff, ensuring seamless workflow and task completion.
• Organize, scan, and file client documents accurately within the firm's client management system.
• Maintain secure and confidential handling of all client information in both electronic and physical formats.
• Assist in preparing client presentations and proposals, ensuring timely delivery and adherence to formatting standards.
• Collaborate with the team to refine internal procedures and enhance operational efficiency.
• Participate in team meetings to provide constructive feedback and contribute to process improvements.
• Ensure compliance with industry regulations while maintaining a client-focused approach.
• Support vendor management and office equipment maintenance as needed.
• Foster a positive and productive office environment through proactive problem-solving and communication.
• Previous experience in a Registered Investment Advisor, wealth planning, private banking, or financial services setting.
• Proficiency in Google Workspace tools, including Gmail, Google Drive, Docs, Calendar, and Sheets.
• Knowledge of Redtail or similar client management systems is highly desirable.
• Strong verbal and written communication skills with an ability to convey information clearly and professionally.
• Exceptional organizational skills and the ability to prioritize tasks with attention to detail.
• Self-motivated with a proactive approach to managing responsibilities and solving problems.
• Ability to work independently while contributing to a team-oriented environment.
• Willingness to provide and receive constructive feedback for continuous improvement.