Financial Operations Manager

2 weeks ago


Conroe, Texas, United States Asset Guardian Full time
Job Title: Office Operations Manager

We are seeking a highly skilled and detail-oriented Office Operations Manager to oversee the day-to-day operations of our financial advisory firm. The ideal candidate will have strong organizational skills, financial acumen, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities:
  • Oversee all aspects of office management, including facilities, equipment, and supplies
  • Manage administrative staff and ensure efficient workflow
  • Coordinate with financial advisors to support client needs and maintain high service standards
  • Implement and maintain office policies and procedures
  • Oversee compliance with regulatory requirements and industry standards
  • Manage vendor relationships and contracts
  • Assist with budget preparation and financial reporting
  • Coordinate team meetings, events, and client seminars
  • Maintain client database and ensure data accuracy
  • Support marketing efforts and maintain firm's online presence
Requirements:
  • Bachelor's degree in Business Administration, Finance, or related field
  • 5+ years of experience in office management, preferably in financial services
  • Strong knowledge of financial industry regulations and compliance requirements
  • Excellent organizational and time management skills
  • Proficiency in Microsoft Office Suite and financial management software
  • Outstanding communication and interpersonal skills
  • Ability to maintain confidentiality and handle sensitive information
  • Series 7 and 66 licenses preferred, but not required
Competencies:
  • Leadership and team management
  • Problem-solving and decision-making
  • Attention to detail and accuracy
  • Adaptability and flexibility
  • Client service orientation

The Office Operations Manager will play a crucial role in ensuring the smooth functioning of our firm, supporting our financial advisors, and maintaining high standards of client service. This position offers opportunities for professional growth and development within a dynamic financial services environment.

About Us:

We are a family-owned financial advisory firm in Conroe, TX, dedicated to providing exceptional service to our clients. Our team is passionate about helping individuals and businesses achieve their financial goals.



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