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Director of Office Operations

3 months ago

Crown Point, United States Lead Advisor, LLC Full time

Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.

We are helping our client in Crown Point hire an Office Operations Coordinator.

**RESPONSIBILITIES**:
Office management duties
- Greeting and assisting guests and clients accordingly
- Locking and unlocking doors to the office
- Giving access via key or fobs to new members of the team
- Organizing files for billing, customer and/or client records
- Responding to all customer inquiries in a polite and timely manner
- Taking inventory of office supplies and placing orders accordingly
- Ensure all mail and checks are addressed properly
- Type, scan and copy respective documents
- Receive phone calls, directing them to right recipients
- Responsible to maintain the working environment hygiene
- Responsible for technology coordination and set up
- Acts as support to the business operations team
- Will be responsible for updating, compiling, and managing office district reports
- Will track reports via OneDrive and ensure proper access is given to individuals
- Assisting financial advisors in business operations
- Serving as liaison between advisors and planning department
- Financial Operation Management
- Complete required check handling certification and follow company guidelines and regulations
- Responsible for reviewing checks for each representative in the office
- Responsible for logging checks for each representative in the office
- Responsible for depositing checks for each representative in the office
- Responsible for overnighting checks to the Home Office in Milwaukee, WI

**Qualification Criteria**:

- Must have excellent oral and written communication skills
- Demonstrated organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to work in a fast-paced environment, & ability to maintain absolute confidentiality
- Team oriented, culture builder.

**Salary**:40-50k

**Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities.**

Pay: $40,000.00 - $50,000.00 per year

**Benefits**:

- Paid time off

Schedule:

- Day shift
- Monday to Friday

Ability to Relocate:

- Crown Point, IN: Relocate before starting work (required)

Work Location: In person