Operations Manager for Financial Institution

3 days ago


Lake Crystal, Minnesota, United States Creative Financial Staffing Full time

About Our Client:

Our client, a rapidly expanding Public Accounting firm, is seeking an experienced Operations Manager to join their team. The ideal candidate will have a strong background in operations management within a professional services business, preferably in a tax and accounting firm setting.

Why This Role?

  • Fulfilling salary range: $70,000 - $100,000 per annum
  • Bonus of up to 5%
  • Promising opportunities for growth and professional development
  • Collaborative and dynamic work environment
  • 401(k) with employer contribution; eligible after 1 year of employment
  • Health & dental insurance coverage partially paid by employer
  • Paid Holidays
  • Paid Vacation/Personal Time

Key Responsibilities:

The Operations Manager will serve as a critical linchpin between the wealth management and accounting teams. Key responsibilities include reviewing daily task reports, adjusting workloads and workflow as necessary, managing client communication, establishing performance goals, and working with human resources to source and train new team members.

Required Skills and Qualifications:

  • Strong people management skills and ability to motivate others
  • Intermediate-level MS Excel skills, including pivot tables, formulas, and macros
  • Ability to prioritize and handle multiple tasks efficiently in a fast-paced environment
  • Excellent leadership, communication, and interpersonal skills
  • Proven experience in operations management within a professional services business

About the Ideal Candidate:

  • Bachelor's degree in Business Administration, Operations, Finance, or a related field
  • Working knowledge of tax regulations, accounting principles, and wealth management practices preferred
  • Strong analytical thinking and problem-solving abilities


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