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Operations Supervisor

4 months ago

Greenville, United States Ronald Blue & Co Full time

Job Type

Full-time

Description

The Operations Supervisor provides leadership, direction, and accountability to the administrative staff, currently a Receptionist, to successfully support our clients and advisor teams in the Greenville Office as well as providing high level administrative support to the Managing Director.

Manages: Direct - Receptionist

Principal Accountabilities:

1. Supervision: Oversees the day-to-day operational and administrative functions for the Greenville Office.

  • Manage Receptionist
  • Oversees interns, part-time, and part-time temporary personnel.
  • Organizes the Office in a manner that maximizes effectiveness, efficiencies of workflow, and quality of service, and serves as the "coordinating point" for office-wide issues, policies, etc.
  • Assists in developing Office processes and procedures to enhance office effectiveness and efficiencies.
  • Oversees facilities, vendor contracts, relationships, office lease, phone system, office services, equipment and supplies purchases and maintenance.
  • Maintains office machines and technology including troubleshooting of phones, internet, routers, copiers and printers.
  • Oversees processes for Office account payables.
2. Support: Provides direct support to the Managing Director by overseeing the following:
  • Maintains/ manages calendars, scheduling appointments and video conference calls.
  • Receives and reviews incoming mail, screens items to be handled personally, and forwards the rest to the MD.
  • Composes and/or edits correspondence with speed, accuracy, and in keeping with the highest business standards.
  • Responsible for making travel and lodging accommodations and coordinates MD travel schedule.
  • Prepares office reporting, reconciliations, and develops and tracks reports to capture office information.
  • Prepares expense reports monthly and creates/maintains management reports for historical and projection purposes.
  • Prepares meeting agendas, meeting presentations, and captures office meeting notes as well as action items.
  • Assists in organizing and coordinating ministry contacts and Centers of Influence (COIs).
  • Assists in planning office functions and works on various office committees as requested.
  • Performs all other related duties as assigned or directed by the MD.
3. Human Resources: Assists in people-related activities including recruitment, interviewing, on-boarding, training, coaching, growth and development planning, and problem resolution ensuring consistency office-wide.

4. Marketing and Events: Coordinates marketing of Greenville office and advisors.
  • Plans and executes exceptional client events and internal office events.
  • Functions as the main contact for sponsorship endeavors and involvement.
  • Acts as the liaison with the National Office Branding and Communications department.
  • Coordinates office-wide communication, meetings, events, and activities.
  • Coordinates activities with the National Office.
Leadership and Personal Modeling:
  • Leads team in a manner that is consistent with Company's Management Language, leadership principles and values.
  • Demonstrates teach-ability by implementing a continuous learning cycle for self in gaining knowledge and skills related to client service, financial measures, people development, and leadership.
  • Understands and supports the financial planning philosophy and biblical basis Blue Trust employees use to serve clients.
  • Actively integrates biblical principles in daily behavior, exhibiting unremitting integrity and strong moral character and models the commitment to further the office and firm-wide goals, mission, and vision.
  • Demonstrates maturity in interpersonal interactions, is open, adaptable, and capable of following and leading.
  • Offers insight and experience to the Company's "Best Practices" knowledge management system so the organization profits from personal and professional learning on relevant topics.
  • Approaches work, interactions, and relationships in a manner consistent with the Company's Core Values.
  • Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.
Requirements

Qualifications:
  • Demonstrated ability to positively influence all personnel through excellent people and problem-solving skills.
  • Desire and ability to learn and grow in a fast-paced environment that requires flexibility and responsiveness.
  • Excellent communication skills, both verbally and in writing, and interpersonal, client service and hospitality skills.
  • Strong attention to detail and strong organizational, general office and administration skills.
  • Personal integrity and the ability to discreetly handle confidential information and data.
  • Demonstrated excellent computer literacy/skills and knowledge of specialized office programs, including proficiency with Microsoft Office products, specifically Microsoft Excel, Word and PowerPoint.
  • Capability to excel in a team environment as well as working independently.
  • Basic math competency and strong systems acumen.
  • Ability to maintain a professional demeanor in a professional service-oriented environment.
  • Proven research, correspondence, and problem-solving skills.
  • Ability to make independent judgments and see the 'big picture' surrounding responsibilities and tasks.
  • Ability to demonstrate tact, diplomacy, and flexibility to work effectively with all employees.
  • Adept at prioritization with ability to complete multiple time-sensitive tasks.
Education, Experience & Skills:
  • Bachelor's degree in a business-related field is preferred.
  • Minimum of three (3) years' experience in a highly responsible administrative support or customer service role for a financial, investment, banking or accounting company strongly preferred.
  • B.A. or B.S. degree and at least five (5) years related experience in business, specifically financial services (investment & financial planning). An equivalent combination of education and experience could be acceptable.
  • Management experience preferred.


Blue Trust is an equal opportunity employer