Financial Operations Manager
4 days ago
Overview: Tarr Financial seeks a detail-oriented and motivated individual to support financial advisors in delivering exceptional client service while managing administrative tasks. This role is ideal for someone looking to build a career in finance and refine skills in investment management, client relations, and financial planning.
Key Responsibilities:
- Assist financial advisors in preparing client presentations, financial plans, and investment proposals.
- Manage and maintain accurate and up-to-date client records.
- Provide excellent customer service via phone, email, and in-person meetings.
- Schedule appointments and coordinate meetings between clients and advisors.
- Conduct research on investment products, market trends, and financial regulations.
- Help track client accounts and monitor investment performance.
- Prepare and process client onboarding documents and other administrative paperwork.
- Collaborate with team members to ensure efficient office operations and client satisfaction.
Qualifications:
- Series 6 or 7 license strongly preferred.
- Previous experience in a financial services or administrative role is a plus.
- Strong organizational skills with the ability to manage multiple tasks and deadlines.
- Excellent communication and interpersonal skills.
- Proficient in Microsoft Office Suite and financial software.
- Attention to detail and high degree of accuracy.
Compensation: The estimated salary for this position is $60,000 - $80,000 per year, depending on experience.
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