Operations Manageer

Operations Manageer

14 Aug 2021
California, Monterey bay, 93940 Monterey bay USA

Operations Manageer


This position is responsible for assisting the Chief Operating Officer with administrative functions of the firm, and managing the client operations team.


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


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

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