Operations Manager

Location
Cleveland, Ohio
Salary
$65K annual salary plus performance-based bonuses and excellent benefits
Posted
May 02, 2019
Closes
Jun 01, 2019
Job Function
Operations
Employment Type
Full Time
Education
Bachelors

Operations Associate

Description:

The Operations Associate plays a critical role in the back-office.  With responsibility for the day to day back-office details, the Operations Associate helps ensure that the team’s systems and processes operate as a well-oiled machine.

Responsibilities & Activities:

  • Manages our client onboarding process
  • Oversees the development and implementation of financial plans
  • Manages our portfolio management system (Orion)
  • Coordinates and executes trades
  • Processes new business paperwork
  • Creates client meeting update books
  • Compiles analyses for prospective clients

Knowledge, Skills & Abilities:

  • Requires:
  • RELOCATION TO CLEVELAND, OHIO IS REQUIRED
  • Excellent attitude and an extraordinary client service orientation
  • A strong focus on getting the details right
  • Excellent organizational and time management skills
  • An ability to handle multiple tasks and handle stress
  • Helpful:
  • Previous securities industry experience
  • FINRA Series 7, 63, (and 65 if part of a Registered Investment Advisor)