Operations Manager

1 month ago


Melville, New York, United States The Accredited Group Full time
Job Overview

We are seeking a highly skilled and organized Admin/Operations Manager to oversee various administrative functions, manage accounting, human resources, and IT operations, and ensure the accuracy of our CRM and sales pipeline.

Key Responsibilities
  • Develop and implement organizational procedures and systems to enhance operational efficiency.
  • Manage records and document organization, oversee office equipment and supplies, and handle professional subscriptions and registrations.
  • Interact with vendors and service providers to ensure seamless operations.
  • Manage business insurance renewals and maintain and enhance workflow procedures.
  • Monitor CRM systems and support the creation and analysis of sales reports and pipeline metrics.
  • Perform bookkeeping tasks, maintain the time and billing system, and process bi-monthly and semi-monthly payrolls.
  • Generate invoices and manage fund transfers, and produce financial reports as needed.
  • Coordinate benefits enrollment, onboarding, recruiting support, and exit interviews, and maintain personnel files and employment records.
  • Serve as the liaison to IT service providers to ensure system efficiency and security, and manage video conference operations and software updates.
Requirements
  • 3-5 years of experience in administration, preferably within a business development or financial services environment.
  • Experience with CRM systems and reporting tools.
  • Ability to excel in a fast-paced environment with tight deadlines.
  • Strong organizational skills with the ability to prioritize and multitask effectively.
  • Excellent written and verbal communication skills.
  • Advanced computer skills and comfort with new technologies.
  • Proficiency in Microsoft Office Suite.
About The Accredited Group

The Accredited Group (TAG) is a boutique business development firm specializing in business loans, mortgages, insurance, and merchant processing. For over 15 years, we have been dedicated to providing top-notch financial solutions to small businesses across the United States, helping them grow swiftly and effectively. At TAG, our commitment to exceptional customer service is unwavering—our clients always come first. The Accredited Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.


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