Operations Coordinator

1 week ago


Mission Woods, Kansas, United States Strategic Wealth Partners Full time
Job Overview

PRIMARY ROLE:
Facilitate daily administrative support that enables the Advisors at Strategic Wealth Partners to concentrate on nurturing client relationships.
Serve as a communication bridge between the Advisors, team members, and the home office as necessary.

Operate under the specific guidance of the Director of Operations and the Partners for tasks that necessitate investment registration, exercising sound judgment and discretion.


KEY RESPONSIBILITIES:
  • Monitoring Tasks and Activities
  • Managing Incoming Correspondence
  • Handling Outgoing Correspondence

REQUIREMENTS:
  • Capability to thrive in a dynamic and fast-paced environment
  • Proven ability to work independently on tasks and projects
  • Excellent verbal and written communication skills
  • Meticulous attention to detail with a strong emphasis on accuracy
  • Ability to uphold a high level of confidentiality
  • Skill in building positive relationships with team members and Advisors


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