Director of Operations

3 weeks ago

Plymouth Meeting, United States WealthBridge Financial Full time

The role of Operations Director (OD) is critical in managing the new business processes from beginning to end, as well as supporting other ancillary processes within the firm. The OD will have responsibility, in whole or in part, for areas in New Business, Compliance, Onboarding, and Information Technology (software and hardware). This position oversees the executive assistant at reception as well.

**PRIMARY RESPONSIBILITIES**
- Ongoing monitoring of all cases currently in the new business pipeline. This will also entail making proactive outreach to internal and outside contacts and companies to trouble-shoot hang-ups in the new business process in an effort to expedite the cases. Outstanding items will, if possible, be rectified by the ASL and, if not, only then be directed to the advisor.
- Periodic creation of reports for the Managing Partner to review:

- Total Pending Business
- Business Trends
- Per-Advisor Production and Mix of Business
- Administration and maintenance of the firm DocuSign and eSign system.
- Maintain and monitor all checks and New Business Logs.
- Preparation of a “welcome kit” for new advisors.
- Making sure all hardware (phones/laptops, etc.) are ordered and ready for first day
- Maintenance of firm laptops and servers
- Ordering of new and decommissioning of expired machines and hardware.
- Oversee and maintain schedule of receptionist and her duties.
- Order office supplies as needed.
- Communicate with firm vendors as needed
- Provide administrative assistance to Advisors
- Making sure advisors have phones and phone numbers through 8x8
- Managing relationships with vendors like WB Mason, Staples etc.
- Troubleshoot problems and issues as they arise, acting as a true business partner to advisors and the firm.
- Participate in leadership meetings/seminars.
- Excellent organizational and problem-solving skills to ensure expedient processing of new business, service requests and to complete special projects with tight deadlines.

**QUALIFICATIONS**
- Excellent organizational skills and ability to manage multiple assignments, set priorities, meet deadlines, complete follow-ups, and maintain required records with a minimum of supervision.
- Excellent oral and written communication skills with ability to build rapport with representatives, contract/account owners, and Broker/Dealer staff.
- Strong interpersonal skills. Must be able to deal effectively with a wide variety of people while always representing WBF in a positive light.
- Excellent analytical and problem-solving skills.
- At least five (3) years of Administrative/Manager or leader experience preferred.

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. WealthBridge Financial Advisors 620 W. Germantown Pike, Ste. 170 Plymouth Meeting, PA 19462.

Pay: From $40,000.00 per year

**Benefits**:

- Paid time off

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- No weekends

Ability to Commute:

- Plymouth Meeting, PA 19462 (required)

Ability to Relocate:

- Plymouth Meeting, PA 19462: Relocate before starting work (required)

Work Location: In person

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