Operations Manager

The ideal candidate will be upbeat, friendly, kind, have a great sense of humor, and enjoy working in a small office supporting our clients. We're looking for someone that has an ability to maintain and improve existing efficient systems to keep our office running smoothly.


Responsibilities

• Provide a welcoming atmosphere to our clients and guests
• Establish and maintain business standards for regulatory compliance, accuracy, and reliability
• Manage the daily functions of the business
• Prepare monthly reports showing performance
• Ensure regulatory, compliance and legal rules are followed
• Manage office needs
  

Qualifications

• 3 years of experience in a similar role, preferably in the financial industry
• Series 65 registration a bonus
• Proficiency with Microsoft Office, Canva, and social media platforms
• Strong organizational and communication skills
• Strong ability to multitask
• Comfort working alone at times
  
  

Salary: $60,000-$72,000 depending on experience. Employer paid medical or stipend provided, plus a 401(k) plan with an employer match.