About Our Firm
We are a growing, independent financial advisory firm based in Gilbert, AZ. We are a family-oriented office. We serve a diverse group of individual and multi-generational clients and are deeply committed to helping each client with confidence reach their financial goals. We are looking to grow our team and provide new talent to improve on ways we can better serve our clients. An integral part of the service we provide is done by our Administrative Team.
Who Are We Looking For
You have integrity, are dynamic, and a hardworking individual looking for an opportunity to grow with an amazing team and culture. You enjoy going above and beyond the people you serve. You are detail-oriented, and good at not letting items slip through the cracks. You enjoy problem solving, being part of something good, & stretching your skill set. You take pride in being organized and making sure people are well taken care of. Knowing your job has purpose, and that you can make a difference in helping people plan for their future in a meaningful way is important to you. You want to add value, and be a contributing member of a team. You genuinely care about people, want them to feel seen, appreciated, and valued. You want to make an impact in people's lives.
Summary of Essential Duties:
The Administrative Operations Manager provides direct administrative support to the firm and oversees/helps with general administrative processes and procedures. You will especially manage the new business process. In this process, you will seek to build relationships with our clients and provide them with an exceptional client experience. You will also work closely with the partners on various projects and tasks.
Outcome:
A successful Administrative Operations Manager will:
Efficiently/accurately complete administrative tasks with a priority focus on “new business.”
In time, understand and know how to do all administrative roles within the office.
Handle tasks that administrative staff can do allowing advisors to focus on revenue producing activities.
Maintain and increase operational efficiency, and improve administrative procedures.
Minimize scheduling issues and conflicts.
Maintain high levels of client satisfaction and build relationships with firm clients.
Responsibilities:
Schedule, calendar and manage tasks and activities in CRM and team members’ calendars.
Support administrative team functions.
Support paperwork preparation and completion process (new business.)
Complete operations / client service tasks as requested and train to be competent in all areas over time.
Complete back-up duties, requests and additional projects as assigned.
Help with planning client events.
Knowledge, Skills & Attributes:
High School diploma required. (Further education is a plus.)
Financial services industry experience is a plus. (This is a requirement to be considered for the listed higher pay range.)
Comfortable working with industry related software.
Computer skills, including knowledge of Microsoft Office, Excel and PowerPoint.
Detail oriented and problem-solving skills.
Excellent oral, written and interpersonal communication skills.
Professional appearance and demeanor.
Impeccable ability to maintain confidentiality and integrity.
Effective follow-up skills and ability to meet deadlines without prompting.
Attention to detail and accuracy required.
Energetic, eager to learn, willing to cooperate.
Self-motivated with ability to work well independently and under direction.
Comfort with being a “team player” and doing whatever is needed, big or small as a contributor/helper.
