Operations Manager
2 weeks ago
**Job Summary**:
**Responsibilities**:
- Manage the day-to-day aspects of a financial planning practice
- Maintain CRM including client info, client contact/calls, defined system flows, and activities to ensure integrity of database
- Prepare all materials for client meetings including agendas, annual review reports, and filling out and preparing paperwork for new and existing business
- Support the onboarding process for new clients, ensuring all necessary investment and insurance paperwork is completed accurately and efficiently and follow the new business process through from start to finish
- Interact with clients in meetings and over the phone; maintaining and servicing existing client relationships, ensuring clients are receiving best-in-class experience from the firm, overseeing all incoming client requests
- Troubleshoot issues and ensure tasks and projects are being completed on time
- Schedule meetings with clients based on preferred frequency and medium
- Manages complex issues and problems
- Track service follow-ups and escalate when necessary
- Handle other administrative duties related to licensing, compliance, and general day to day management of the practice
- Help with the data gathering and data entry for clients financial plans
**Experience**:
- Experience in a financial planning practice or related field is preferred
- Excellent organizational and time-management abilities
- Knowledge of industry regulations and quality standards
- Proficiency in MS Office
Pay: From $75,000.00 per year
**Benefits**:
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Ability to Commute:
- Waltham, MA 02451 (required)
Ability to Relocate:
- Waltham, MA 02451: Relocate before starting work (required)
Work Location: Hybrid remote in Waltham, MA 02451
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