Business Operations Manager
BUSINESS OPERATIONS MANAGER
We are a small, growing financial firm looking for a friendly and organized addition to our team. We offer flexible hours for this position, and would consider both part-time (minimum commitment of 30 hours spread over at least four days per week) and full-time applicants.
POSITION DESCRIPTION
The Business Operations Manager works in our Marin County office (remote during the pandemic) and is an integral member of our female-led team. You will make a positive impact in people’s lives with your helpful attitude and coordination skills. The focus of this job is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential; the job requires patience and a willingness to handle and complete one task at a time. The job environment is stable, based on known relationships with people and well-defined processes. The ideal candidate is a high performer who is eager to learn and grow.
You will be responsible for assisting with the development, implementation, and evaluation of new and existing office operational processes, solving client requests, and assisting the founder with her business development projects. In your wide range of challenging tasks, your goal is to ensure that our firm is running productively and efficiently and that each of our clients believes they are getting the most personalized service possible. Job knowledge and competency is built through structured step-by-step training and supportive coaching from management and peers. Communication with others involves knowledge of repetitive job routines and procedures gained from sufficient on the job experience.
Bay Area applicants are preferred; we will not pay for relocation.
RESPONSIBILITIES:
Office Operations
- Organize and manage tasks within our customer relationship management (CRM) software database
- Communicate with vendors, brokerage firms, and clients on behalf of the firm
- Coordinate software implementation and develop training programs
- Manage Securities and Exchange Commission (SEC) compliance responsibilities
- Suggest improvements to increase productivity and client satisfaction
- General office management duties
Client Service
- Solve client requests: independently research and clearly document the steps taken and your conclusions; for other tasks follow specific directions as needed
- Draft and proofread written communications to clients, prospects, and business partners
- Complete forms and documents
- Coordinate with clients, Schwab, and other account custodians to accomplish tasks
- Onboard new clients
Business Development Assistance
- Assist with execution of social media strategy using Facebook, Twitter, LinkedIn and other platforms
- Manage email marketing blasts using Constant Contact software
- Track contact with prospects in our CRM, including generation of analytical reports; prepare prospect marketing materials
- Media liaison
- No cold calling required
DESIRED
- Excellent written and verbal communication skills
- Able to work at a steady, even pace to promote accuracy and quality of work
- A highly collegial and collaborative work style; able to work well with all members of the team and collaborate to serve our clients and keep our firm visible to existing and prospective clients.
- Can follow a set of procedures and complete tasks before new ones are begun
- Proficiency with editing functionality in Microsoft Word
REQUIRED
- Organized, reliable, flexible, efficient, self-motivated
- Strong work ethic and eagerness to “roll up your sleeves” to get things accomplished as part of the team
- Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
- An approachable, friendly personality
- Desire and ability to work successfully in a small-company
- Helpful, supportive communication with management and peers
- Collaborative approach in a structured job environment
- Ability to work independently and take direction well
- Demonstrated track record of taking full ownership of both large and small projects, and seeing them through to a successful conclusion
- A high level of professionalism
- Bachelor’s degree, preferred
- Work experience in a similar role, preferred
COMPENSATION
We offer a competitive compensation package including salary, bonus, medical insurance, 401(k) and profit sharing plan. Salary will be determined based on experience and qualifications. Weekly staff lunch, and learning about your own personal financial situation are added benefits.
ABOUT OUR FIRM
JLFranklin Wealth Planning has been providing financial planning, wealth management, and tax planning services on a fee-only basis for over 20 years. We encourage you to visit www.JLFWealth.com before you apply to get an understanding of our firm.
LOCATION
Larkspur, California (Remote during the pandemic)
HOW TO APPLY
Please submit your information, resume and a cover letter telling us why you are interested in this position. We prefer attachments to be uploaded in PDF format. No phone calls, please.
We look forward to hearing from you!