Jesse Scroggins Wealth Team | Operations Coordinator

2 days ago

birmingham, United States Jesse Scroggins Wealth Team Full time

The Jesse Scroggins Wealth Team is looking for a dedicated and strategic-minded Operations Coordinator to support their financial advisors in delivering exceptional client service and achieving long-term operational success. This role will focus on integrating strategic insights into financial planning and ensuring that our operations align with their team's vision and client objectives.


🔑 Key Responsibilities:

Strategic Financial Planning & Meeting Preparation

  • Collaborate with the wealth advisors to provide insights into investments, tax planning, and estate planning, helping clients align these areas with their long-term financial goals.
  • Manage pre-meeting and post-meeting preparations, including reviewing meeting notes, updating financial plans, and creating detailed agendas that reflect the broader client strategies.
  • Identify and track long-term business development opportunities, managing the client pipeline, and identifying areas for growth within the team.


Strategic Client Communication

  • Ensure that all client communications deliver clarity and consistency, reinforcing trust and alignment with their individualized financial goals.
  • Prepare strategic briefings for the lead advisor before and after client meetings, ensuring that discussions incorporate long-term objectives.


Operational Leadership

  • Coordinate meeting schedules and manage year-end financial planning tasks (such as Roth conversions and tax return reviews) to align with overall team objectives.
  • Enhance the onboarding process for new clients by implementing operational efficiencies and ensuring a seamless transition.
  • Maintain and enhance operational systems, including Calendly, Holistaplan, and various financial planning software applications.


Execution & Long-Term Coordination

  • Take ownership of strategic initiatives identified during client meetings, ensuring effective execution of tasks such as account setup, trading, and portfolio management.
  • Evaluate and continuously improve planning processes to address emerging challenges and drive operational excellence.


✅ Skillset Priorities:

  • Big-Picture Thinker: Ability to connect daily operations to the long-term strategic goals of the Jesse Scroggins Wealth Team, ensuring impactful outcomes for clients.
  • Operationally Strategic: Focus on developing and refining operational processes that enhance long-term effectiveness and growth within the team.
  • Decisive and Proactive: Willingness to make informed decisions to tackle complex challenges in financial planning and client service.
  • Communicative and Clear: Strong communication skills that foster trust and clarity, particularly in client interactions and in discussions with team members and external partners.
  • Motivated and Goal-Oriented: A results-driven mindset that emphasizes high standards of performance and execution throughout all responsibilities.


⬇️ Qualifications:

  • Experience in financial services, operations management, or a related field is preferred, but not required.
  • Strong analytical and organizational skills.
  • Excellent verbal and written communication abilities.
  • Familiarity with financial planning software and tools is a plus.


Become a vital part of the Jesse Scroggins Wealth Team, where your ability to bring structure, discipline, and strategy will enhance the success of our day-to-day operations and long-term client objectives

  • Operations Coordinator

    3 days ago

    Birmingham, United States Jesse Scroggins Wealth Team Full time

    The Jesse Scroggins Wealth Team is looking for a dedicated and strategic-minded Operations Coordinator to support their financial advisors in delivering exceptional client service and achieving long-term operational success. This role will focus on integrating strategic insights into financial planning and ensuring that our operations align with their team's...

  • Wealth Advisor

    2 months ago

    birmingham, United States Planning Alternatives Full time

    Company Overview: Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...

  • Wealth Advisor

    2 months ago

    Birmingham, United States Planning Alternatives Full time

    Company Overview: Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...

  • Full Stack .Net Developer for Wealth Management

    3 weeks ago

    Birmingham, Alabama, United States First Horizon Bank Full time

    At First Horizon Bank, we are seeking a highly skilled Full Stack .Net Developer to join our Wealth Management team. As a key member of our Agile development team, you will be responsible for designing, developing, and maintaining software applications and processes used by the Wealth Management Business.The ideal candidate will have a strong background in...

  • Full Stack .Net Developer- Wealth

    2 months ago

    Birmingham, United States First Horizon Bank Full time

    Location: On site in Memphis, TN., Birmingham, AL., Raleigh, NC. No Visa sponsorship or transfers are available for this position SUMMARY Responsible for the design, development, maintenance and support of both new and existing software applications and processes typically used by the Wealth Management Business.  Primary work focuses on execution of user...

  • Senior Automotive Account Manager

    2 months ago

    Birmingham, Alabama, United States Peak Performance Team Full time

    Peak Performance Team is seeking a highly motivated and experienced Senior Automotive Account Manager to join our team.The ideal candidate will have a proven track record in acquiring and developing new automotive accounts, with a focus on F&I product sales and overall performance improvement.Key Responsibilities:Prospect and acquire new automotive...

  • Office Operations Coordinator

    3 days ago

    Birmingham, Alabama, United States System One Full time

    Job OverviewWe are currently seeking an Office Operations Coordinator to join our team in Birmingham, AL. As an Office Operations Coordinator, you will be responsible for providing administrative support to our team.Key ResponsibilitiesProvide administrative and office support activities, including fielding telephone calls, receiving and directing visitors,...

  • Office Operations Coordinator

    3 weeks ago

    Birmingham, Alabama, United States PANGEATWO Full time

    PANGEATWO is looking for an Office Operations Coordinator to oversee the day-to-day activities of our office and support our attorneys in their work.In this role, you will handle client communication, manage case files, and provide administrative support to our team. To be successful, you will need a strong understanding of office operations, excellent...

  • Business Operations Coordinator

    4 weeks ago

    Birmingham, Alabama, United States The University of Alabama at Birmingham Medicine Full time

    The University of Alabama at Birmingham Medicine seeks a highly skilled Administrative Associate to join our team. This is an exciting opportunity to provide essential administrative and business support services within the School of Medicine.Job SummaryWe are looking for a detail-oriented and organized individual to work under minimal supervision,...

  • Paraplanner

    2 months ago

    birmingham, United States MavenCross Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    MavenCross Wealth Advisors® is a private wealth advisory practice of Ameriprise Financial Services, LLC. Our practice vision is... "To be the obvious choice for guiding clients to joyfully steward their resources."Job Description:The Paraplanner will assist the financial advisor(s) with all aspects of delivering an exceptional, personalized client service...

  • Paraplanner

    3 months ago

    birmingham, United States MavenCross Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    MavenCross Wealth Advisors® is a private wealth advisory practice of Ameriprise Financial Services, LLC. Our practice vision is... "To be the obvious choice for guiding clients to joyfully steward their resources."Job Description:The Paraplanner will assist the financial advisor(s) with all aspects of delivering an exceptional, personalized client service...

  • Logistics Operations Coordinator

    3 weeks ago

    Birmingham, Alabama, United States Army National Guard Units Full time

    Job OverviewThe Army National Guard Units is seeking a highly skilled Logistics Operations Coordinator to join our team. This exciting opportunity will allow you to leverage your expertise in logistics and management to drive business success.About the RoleWe are looking for a motivated individual with excellent analytical and problem-solving skills to fill...

  • Executive Assistant

    3 weeks ago

    Birmingham, Alabama, United States TEKsystems Full time

    About the Role:We are looking for an Executive Assistant - Operations Coordinator to join our team at TEKsystems. As an Executive Assistant - Operations Coordinator, you will play a critical role in supporting the daily operations of our organization.Your primary responsibilities will include providing administrative support, coordinating travel...

  • Banquet Operations Coordinator

    3 weeks ago

    Birmingham, Alabama, United States PCH Hotels and Resorts Full time

    Renaissance Birmingham Ross Bridge Golf Resort and Spa, a renowned destination in the Birmingham area and central Alabama, is seeking an experienced Banquet Operations Coordinator to join its hospitality team.The ideal candidate will possess excellent organizational skills, strong attention to detail, and effective communication abilities. They will be...

  • Business Operations Coordinator

    3 weeks ago

    Birmingham, Alabama, United States TASSCO Full time

    Unlock Your Potential as an Executive AssistantTASSCO invites applications from highly motivated and organized individuals for the Office Manager & Administrative Assistant role in our Birmingham office. This exciting opportunity will allow you to develop your skills, gain valuable experience, and contribute to the success of our dynamic team.Key...

  • Paraplanner

    3 months ago

    Birmingham, United States MavenCross Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    MavenCross Wealth Advisors® is a private wealth advisory practice of Ameriprise Financial Services, LLC. Our practice vision is... "To be the obvious choice for guiding clients to joyfully steward their resources."Job Description:The Paraplanner will assist the financial advisor(s) with all aspects of delivering an exceptional, personalized client service...

  • Senior Legal Operations Coordinator

    2 weeks ago

    Birmingham, Alabama, United States SCA Health Full time

    OverviewServing as a key member of the SCA Health legal team, this role offers an exciting opportunity to support day-to-day operations, contract management, and liaison with internal and external contacts.We are seeking a highly organized and detail-oriented Paralegal Coordinator who will enhance the processes of our legal department, ensuring operational...

  • Support Operations Coordinator

    6 days ago

    Birmingham, Alabama, United States Westerkamp Group, LLC Full time

    Job SummaryWe are seeking a Support Operations Coordinator to join our team at Westerkamp Group, LLC in Birmingham, AL. As a key member of our operations team, you will be responsible for providing patient and third-party hospital pre-registration services to our clients.Key Responsibilities:Sort and distribute incoming mail within the office.Answer phone...

  • Global Operations Coordinator

    3 weeks ago

    Birmingham, Alabama, United States StoneX Full time

    Unlock Your Potential in a Dynamic Team EnvironmentWe are seeking a highly motivated Global Operations Coordinator to join our team at StoneX, a Fortune-100, Nasdaq-listed provider of institutional-grade financial services. As a key member of our operations team, you will play a vital role in ensuring the smooth execution of our daily business...

  • Warehouse Operations Coordinator

    4 days ago

    Birmingham, Alabama, United States Buffalo Rock Full time

    About Us: Buffalo Rock is an award-winning Pepsi-Bottler founded in Birmingham, AL, over 100 years ago. We are committed to providing exceptional customer service and supporting our community.Job Description: As a Warehouse Operations Coordinator, you will play a crucial role in maintaining the efficiency of our warehouse operations. Your responsibilities...