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Posted: Wednesday, September 6, 2017 6:58 PM

Job Description:/h3:
WHAT YOU WILL LEAD:
You will be responsible and accountable for the improvement and implementation of all business operations/process related to: Client Relations, Marketing, and Operations
(Compliance/HR/IT/Project Management) at the firm. This position will have supervisory responsibilities for all non:exempt personnel including: Financial and Data Analyst, Sales Assistant, Interns.
HOW YOU WILL GET THERE:
Hands:on delivery of the Client Relations tasks. This will include, but not limited to: Preparation of client meetings, Funds Transfer, Incoming Client Inquiries, Issue Resolution.
Work directly with firm principles to understand service approach, core values, and commonly accepted business rules to deliver a similar experience for all client and identify opportunities for improvement.
Develop and lead performance:based management plans for team members including: key performance indicators, weekly work schedules, business rules, and team building.
Responsible for the oversight of all compliance and regulatory tasks executed by the Financial and Data Analyst.
Accountable for the proper execution of sales and marketing initiatives identified by the firm and implemented by the Sales Assistant.
Accountable for all general office and administrative tasks completed by the team.
Oversight of any/all accounting and finance tasks completed by the Financial and Data Analyst.
Lead for all projects initiated by the firm and/or principles.
Responsible to deliver timely reporting to the firm principles related to: state of the business and each individual function completed or within the firm.

WHY YOU ARE THE RIGHT PERSON:
Bachelors degree in Business, Marketing, Finance or 7+ years in an operations management role within a financial practice or professional services firm.
5+ years of experience leading small teams with professional management techniques.

Source: https://www.tiptopjob.com/jobs/71741305_job.asp?source=backpage


• Location: Columbia

• Post ID: 23036032 columbia
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