Overview
Work with our COO to administer, manage, and improve operations that impact our delivery of financial planning, investment, and account management services to clients.
Apply Here: https://jobs.gusto.com/postings/financial-alternatives-inc-business-operations-associate-entry-level-or-manager-experienced-168ed9c6-270f-4b00-831b-365b1bab5034
Purpose
Ensure a high quality of client service by handling business administration, systems, organizational, and operational tasks.
Improve processes and systems to enhance client experience and staff productivity.
Help fulfill our core purpose of empowering clients to lead impactful lives.
Key Responsibilities
Act as liaison between managing partners, operational staff, and our vendors - directly reporting to COO.
Primarily administer (and supervise) technology systems and HR/office admin.
Manage multiple projects involving process improvement and technology.
Job Functions
Ensure smooth daily business operations and completion of administrative tasks.
Process and approve payroll via our service provider; handle HR administrative activities including updating the employee manual and ensuring performance reviews and 1 on 1s are conducted on schedule.
Work with our IT providers to administer software (e.g. user management), ensure effective cybersecurity, and coordinate troubleshooting and responses to incidents.
Learn our software and implement improvements or changes to help us work smarter.
Develop and train staff on procedures, workflow tools, robotic process automation, etc.
Work with our bookkeeper and staff to prepare various reports for financial planning, company and individual Key Performance Indicators, compliance, and insurance and banking services.
Work as a local "hands-on" site manager/point of contact when other staff or consultants are working remotely.
Assist in social media, community engagement and marketing.
Qualifications
We think that a good personality, attitude fit, and trustworthiness are most important, so we are open to training an entry-level candidate with a varied background, or to welcoming a seasoned professional who can hit the ground running.
Ability and desire to learn software and technology systems that work across a diverse set of business matters.
High-level of capability with Excel spreadsheets and Microsoft Office suite; Salesforce a plus.
Deal thoughtfully with others including our staff, consultants, and vendors.
Able to quickly grasp interdependencies and multi-step processes and procedures.
Excellent English written and verbal communication skills.
Touch type 40+ WPM (10-key capability a plus).
Knowledgeable of computers, data entry, systems integration, databases, access controls, etc.
Creative problem-solving skills; and an effective decision maker.
Able to: Remain in a stationary position 50% of the time; lift or move office related items weighing up to 35 pounds around the office; inspect or service equipment under desks or in overhead cabinets.
Work effectively in our La Jolla office, which can be quiet or moderately noisy at times.
Behavioral Attributes
Comfortable in a small business, entrepreneurial environment, where self-drive and autonomy is expected, and change is commonplace.
Takes pride in achieving personal and team objectives.
Consistently follows the highest standards and professional ethics with work activities.
Lifelong learner that keeps pace with changes and trends, and acquires the knowledge/skills to further personal, professional, and team capabilities.
Very organized and detail oriented, cares about quality and timeliness.
Salary and Benefits
Generous PTO and Holidays.
Health insurance.
401(k) with company contribution (Safe Harbor).
Opportunities for continuous learning and growth.
Hybrid work available.
Monthly “lunch ‘n learns”, employee social and team building events.
