Entry Level Financial Operations Specialist
2 weeks ago
What we need:
Our growing practice is looking to add a new position that will help us grow our business while maintaining the same culture that helped us get to this point. This person will help in all facets of the operation, taking many responsibilities over from the main principles to allow them to continue to work on growth and scaling the business. As an Operations Specialist, you will be working IN the business, having accountability and ownership over the business operations; ensuring that our current and future customers remain the top priority by delivering a consistent, predictable journey throughout the entire process, leaving no doubt as to why they trusted some of their most important assets to Agua Fria Financial Group. We are looking for someone who is not only capable of fulfilling the job duties requires, but also wants to partner in our growth while also owning their role in making that happen.
Job duties:
• Fosters a culture of excellence and forward thinking
• Develops and Leads existing office staff to ensure business objectives are met
• Assist in setting business objectives for the operation
• Ensures all transactions, new business and follow throughs are completed timely
• Manages budget throughout the year
• Month, Quarter, and Yearly financials balanced.
• Obtain appropriate licensing including State Life and Health Licenses, Series 7 and Series 65 or 66 Securities Licenses. Training Materials provided.
• Builds effective relationships with internal and external stakeholders
• Identify opportunities to grow the business, including mining current opportunities on the book and scheduling where needed and assigning those opportunities where needed.
• Work with staff to plan marketing events
• Manages donation and sponsorship opportunities to maximize exposure and community impact
• Ability to fill in for principals on an occasional client meeting, when needed.
• Follow up on customer employee meetings for larger commercial accounts
• Perform various operational activities to meet business objectives, client needs, and maintain overall service levels partnering with existing team members, and professional relationships.
Skillset/Qualifications:
• Obtain FINRA Securities Licenses, along with Life and Health
• Strong “customer first” mentality
• Strong communicator- Verbal and written
• Problem solver, no job is not my job type of person
• Ability to work additional hours when needed to meet deadlines and client needs
• Collaborative
• High EQ
• Self-Motivated and independent worker
Company DescriptionWho we are:
At Agua Fria Financial Group, we believe your best days are ahead of you, and we want to be part of that. Driven by our slogan, “We want something for you, not from you,” we are a company founded on the principals of relationships, of being servant leaders, and helping people where we can.
What makes us different:
Whether you are starting your first job or a seasoned business owner, we have solutions that will work for you. We take time to get to know you and won’t sell you something you don’t need. Relationships will always come first. We combine cutting edge; innovative solutions backed by Fortune 100 products and blend it with a caring and compassionate staff that will make you feel like family. Our goal, is always to make the complicated simple, even though we can work on very sophisticated solutions for our clients. After all, Agua Fria is more than just a river in the West Valley of Phoenix. It’s Spanish for “Cold Water” and we like to think of our process with clients as a cold drink of water on a hot dayCompany DescriptionWho we are:\r
At Agua Fria Financial Group, we believe your best days are ahead of you, and we want to be part of that. Driven by our slogan, “We want something for you, not from you,” we are a company founded on the principals of relationships, of being servant leaders, and helping people where we can. \r
\r
What makes us different:\r
Whether you are starting your first job or a seasoned business owner, we have solutions that will work for you. We take time to get to know you and won’t sell you something you don’t need. Relationships will always come first. We combine cutting edge; innovative solutions backed by Fortune 100 products and blend it with a caring and compassionate staff that will make you feel like family. Our goal, is always to make the complicated simple, even though we can work on very sophisticated solutions for our clients. After all, Agua Fria is more than just a river in the West Valley of Phoenix. It’s Spanish for “Cold Water” and we like to think of our process with clients as a cold drink of water on a hot day
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