Operations Manager - Waltham, United States - Integrated Partners

Description

• Manage the daytoday aspects of a financial planning practice
• Maintain CRM including client info, client contact/calls, defined system flows, and activities to ensure integrity of database
• Prepare all materials for client meetings including agendas, annual review reports, and filling out and preparing paperwork for new and existing business
• Support the onboarding process for new clients, ensuring all necessary investment and insurance paperwork is completed accurately and efficiently and follow the new business process through from start to finish
• Interact with clients in meetings and over the phone; maintaining and servicing existing client relationships, ensuring clients are receiving bestinclass experience from the firm, overseeing all incoming client requests
• Troubleshoot issues and ensure tasks and projects are being completed on time
• Schedule meetings with clients based on preferred frequency and medium
• Manages complex issues and problems
• Track service followups and escalate when necessary
• Handle other administrative duties related to licensing, compliance, and general day to day management of the practice
• Help with the data gathering and data entry for clients financial plans

• Experience in a financial planning practice or related field is preferred
• Excellent organizational and timemanagement abilities
• Knowledge of industry regulations and quality standards
• Proficiency in MS Office

• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

• Monday to Friday

• Waltham, MA required)

• Waltham, MA 02451: Relocate before starting work (required)