SUMMARY OF POSITION
This position is responsible for assisting the Chief Operating Officer with administrative functions of the firm, and managing the client operations team.
RESPONSIBILITIES
o Spends approximately 10% of time as an operations associate
o Facilitate client service requests
o Responsible for client service paperwork
o Initiates and monitors money transfers
o Manages client onboarding process
o Prepares client insurance reports
o Manages client documents and information
Manages, develops and trains the client operations team (operations associates and office assistant)
Oversees workflow and coordination of client operations team
Leads process and system improvements for client operations team
Leads various business projects including firm events
Assists CFO manage firm’s accounting
Assists COO with various functions related to vendors, human resources, compliance, IT, legal, and facilities
Maintains policies and procedures related to administrative functions
Maintains timely and accurate data and notes in CRM database
QUALIFICATIONS
Bachelor degree preferred
At least 8 years of relevant experience preferred
Unwavering care for clients
Laser focus on consistently doing the right thing
Highly collaborative work style
High standards of professionalism and confidentiality
Exceptional client service skills
Self-motivated and reliable
Exceptional ability to organize, prioritize, plan ahead, and multi-task
Acute attention to detail and accuracy
Independent problem solver who “owns” responsibilities
Excellent communication skills (listening, speaking, writing) and ability to express complex topics clearly and effectively
Takes initiative to gain knowledge without supervision
Highly proficient in firm’s software suite, including Microsoft Office, CRM, custodian website and other tools.
Highly developed team leadership and coaching skills
