Practice Management Operations Specialist
2 days ago
We are seeking a highly skilled Practice Management Operations Analyst to join our Business Solutions Consulting team at Commonwealth Financial Network LLC. As a key member of our team, you will play a critical role in transforming and improving our processes and efficiency, analyzing data to drive business decisions, and facilitating team communication and events.
Key Responsibilities- Develop and manage processes and workflows across the team to improve efficiency and consistency
- Collect and analyze operational data to identify trends, patterns, and areas for improvement
- Prepare reports and presentations for management, highlighting key findings and making recommendations
- Support the planning and execution of operational projects
- Coordinate with various departments to ensure project milestones are met and deliverables are achieved
- Foster effective communication and collaboration to ensure alignment on business objectives
- Identify potential operational risks and develop strategies to mitigate them
- Manage additional administrative duties
- Facilitate team-wide meetings
- Organize and manage team resources
- Coordinate and cultivate team events and culture
- 2-4 years of operational or financial services experience
- Bachelor's degree required
- Strong presentation, communication, and organization skills
- Strong PowerPoint and Excel skills
- Superb attention to detail
- Ability to work independently and collaboratively in a team environment
- Experience with CRM software a plus (Salesforce in particular)
- Project management experience a plus
Commonwealth Financial Network LLC is a leading independent broker-dealer and registered investment adviser, providing a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. We are committed to fostering an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.
CompensationUSD $64,000.00/Yr. - USD $68,000.00/Yr.
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Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full timeAbout Commonwealth Financial Network LLCWe are a leading provider of business solutions for independent financial advisors, empowering them to succeed in their practices.Job SummaryWe are seeking a highly skilled Practice Management Operations Analyst to join our team. As a key member of our Business Solutions Consulting department, you will play a critical...
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Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full timeAbout the RoleWe are seeking a highly skilled Practice Management Operations Analyst to join our Business Solutions Consulting team at Commonwealth Financial Network LLC. As a key member of our team, you will play a vital role in driving process improvements, analyzing data, and facilitating team communication and events.Key ResponsibilitiesDevelop and...
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Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full timeAbout the RoleWe are seeking a highly skilled Practice Management Operations Analyst to join our Business Solutions Consulting team at Commonwealth Financial Network LLC. As a key member of our team, you will play a vital role in driving business growth and improving operational efficiency.Key ResponsibilitiesDevelop and implement process improvements to...
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