Operations Manager for Independent Financial Advisor Office
Location: Oak Brook, IL
Job Type: Full-Time
About Fash Wealth Advisors:
We are a growing independent financial advisory firm, dedicated to providing personalized and strategic financial guidance to our clients. We pride ourselves on offering top-notch service in a professional and friendly environment. We are currently seeking an experienced and detail-oriented Operations Manager to join our team and play a pivotal role in managing our day-to-day operations.
Job Summary:
The Operations Manager will be responsible for overseeing the administrative, operational, and client service functions of our office wand work with the Teams Lead Advisor on a one-on-one basis. This individual will play a key role in ensuring the office runs smoothly, supports the financial advisor’s objectives, and enhances the overall client experience. The ideal candidate will be proactive, organized, and able to thrive in a fast-paced, dynamic environment.
Key Responsibilities:
- Oversee day-to-day office operations, ensuring efficiency and effectiveness.
- Coordinate and manage client scheduling and communication.
- Assist with the preparation of financial plans, reports, and client presentations.
- Maintain accurate client records and ensure compliance with industry regulations.
- Process client transactions, including opening and managing accounts, ensuring accuracy and confidentiality.
- Handle office supplies, equipment, and vendor relations.
- Develop and implement office policies and procedures to improve workflow and efficiency.
- Ensure smooth operation of technology systems and troubleshoot minor technical issues.
- Supervise and train office staff as needed, providing leadership and guidance.
Qualifications:
- Bachelor’s degree in business, finance, or a related field (preferred).
- Experience in operations management, ideally within a financial services or advisory environment.
- Strong understanding of financial services, compliance, and regulations.
- Exceptional organizational and multitasking abilities.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software (preferred).
- Ability to maintain discretion and confidentiality with sensitive client information.
- Strong problem-solving skills and attention to detail.
- Self-motivated with the ability to work independently and as part of a team.
Benefits:
- Competitive salary based on experience.
- Health, dental, and vision insurance.
- Retirement plan with employer contributions.
- Paid time off and holidays.
- Opportunities for professional development and growth.
How to Apply:
Interested candidates are invited to submit their resume and cover letter to [email protected] or apply via Indeed. Please include your salary expectations and why you are a great fit for the role. We look forward to hearing from you and potentially welcoming you to our team!
www.Fashwealthadvisors.com
Job Type: Full-time
Pay: $65,000.00 - $100,000.00 per year
Benefits:
Work Location: In person
