Manager of Operations
Manager of Operations
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 65000 - 75000
1 Vacancy
Job Description
Summary
This position provides administrative support to Riverfront Legacy Group. The Manager of Operations helps oversee the function and performance of operations and support staff. Position will typically supervise some support staff in the performance of their duties and may be responsible for establishing or contributing ideas for department processes procedures and protocols. The Manager of Operations reports to and is employed by Riverfront Legacy Group.This position is full time in office in Spokane WA. Compensation is between $65000-75000 dependent upon experience. Benefits include: Holiday pay and PTO; optional benefits include medical dental and retirement.
Job Description
Responsibilities
- Promote the firms mission culture and core values through day-to-day leadership and management
- Help develop execute and oversee workflow processes and Standard Operating Procedures for practice
- Work with Lead Advisor to determine staffing needs
- Determine training and onboarding plan for new hires
- Develop and maintain job descriptions
- May manage some support staff
- Develop criteria to gauge team effectiveness
- May conduct bi-annual performance reviews
- Prepare and facilitate weekly team meetings
- Lead strategy development and implementation of projects
- Drive culture within the team by scheduling team events
- Update policies and procedures in accordance with SEC and FINRA standards
- Own practice marketing efforts to increase brand awareness and drive new business
- Manage the production scheduling posting and reporting of all marketing content and campaigns
- Develop and maintain all regulatory files
- Monitor and support licensing and continuing education requirements for all members of the team
- Oversee client account setup
- Step in as backup for others on the team as needed
- Other responsibilities as assigned by Lead Advisor
Qualifications
- Minimum 2 years of experience in the office management or investment industry
- Ability to demonstrate leadership in daily responsibilities
- Ability to train others on daily tasks
- Ability to lead others through an assignment
- Strong interpersonal skills
- Thorough understanding of the technology used by the firm and how it applies to clients
- Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint Salesforce)
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the practice
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of Riverfront Legacy Group recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting process. In addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Required Experience:
Manager
Employment Type
Full-Time
