Manager of Operations

Reports to: Sr. Director of Staffing and Operations Status: Exempt Duties Facilitate the day-to-day general business operations. Oversee general upkeep, maintenance and repairs of the office as needed. Oversee and be accountable for all client service requests, including but not limited to: new account setup, account updates, asset movement, reporting, 401(k) rollovers, annuities, etc. Ensure efficient and organized operations by leveraging established Apollon tools and processes; identify and address inefficiencies without introducing unsupported workflows. Manage updates for household and entity records including insurance, annuities, legal, and tax documents. Ensure consistent onboarding processes for new clients or transitions to new custodians. Manage Relationship Managers, Client Service Associates and Admins within the office. Conduct weekly scheduled meetings with advisors, RMs, and CSAs. Meticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requests. Manage client accounts from initial opening to ongoing service, including document gathering, account setups, and comprehensive client support. Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions. Collaborate with advisors, back-office staff, and other team members to provide a seamless and exceptional experience. Minimum Education Bachelor’s degree is preferred Skills and Experience 3-5 Years of experience in office management role Strong background in finance business practice Firm Requirements Must maintain client confidentiality Ability to ensure compliance of firm’s policies and procedures Attention to detail with strong oral and written communication skills Ability to prioritize and multitask Strong interpersonal skills Strong organizational and documentation skills Creative, flexible, and persistent in completing tasks Strong initiative: ability to work independently Very experienced in MS Office Suite (Windows, Word, Excel, Outlook) #J-18808-Ljbffr