Financial Operations Manager
Horizon Wealth Management, LLC
Job Description
Financial Operations Manager
Summary: Financial Services Firm seeks highly energized and confident Financial Operations Manager who will thrive in a fast-paced and challenging environment. Candidate will be extremely professional, able to work under pressure and meet deadlines, can follow-through on a consistent basis, accept direction, learn quickly, and have excellent computer skills. Individual will provide support to a successful financial advisor and his team and enjoys working in a small business, close-knit office environment.
Essential Duties and Responsibilities (Additional duties may be assigned):
Benefits: Paid holidays, paid vacation/personal/sick days, 401k & profit sharing, healthcare coverage available
Summary: Financial Services Firm seeks highly energized and confident Financial Operations Manager who will thrive in a fast-paced and challenging environment. Candidate will be extremely professional, able to work under pressure and meet deadlines, can follow-through on a consistent basis, accept direction, learn quickly, and have excellent computer skills. Individual will provide support to a successful financial advisor and his team and enjoys working in a small business, close-knit office environment.
Essential Duties and Responsibilities (Additional duties may be assigned):
- Perform general administration and support functions for the office as required
- Correspond with clients to accurately prepare and complete new account applications, asset transfers, and other service forms
- Handle routine matters for client accounts including processing name and address changes, bank authorizations, and paperwork execution
- Answer client questions via email, telephone, and face-to-face
- Preparation for prospect and client meetings
- 3+ years’ experience in financial services industry a plus
- Exceptional organization, prioritization, and time management skills
- Exceptional communication skills; both verbal and written
- Investigate, research, and resolve problems and/or concerns
- Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
- Ability to learn and utilize CRM and Reporting Tools
- Strong initiative
- Positive attitude
- Detail-oriented
- Adaptable to change
- Willingness to learn
- Responsible
- Team player
Benefits: Paid holidays, paid vacation/personal/sick days, 401k & profit sharing, healthcare coverage available
