Operations Manager

Robert Half • Palm Beach Gardens, FL • 2d ago

Description

We are looking for an experienced Operations Manager to oversee administrative and operational functions within a boutique financial services firm in North Palm Beach. This role requires a meticulous individual who excels at managing office processes, supporting client relations, and ensuring the smooth day-to-day operations of the team. The ideal candidate will thrive in a collaborative environment and possess a strong background in financial services or related fields.

Responsibilities:

Manage office administration tasks, including processing bill payments and maintaining an organized inventory of supplies.

Provide clerical support to advisors and staff, ensuring seamless workflow and task completion.

Organize, scan, and file client documents accurately within the firm's client management system.

Maintain secure and confidential handling of all client information in both electronic and physical formats.

Assist in preparing client presentations and proposals, ensuring timely delivery and adherence to formatting standards.

Collaborate with the team to refine internal procedures and enhance operational efficiency.

Participate in team meetings to provide constructive feedback and contribute to process improvements.

Ensure compliance with industry regulations while maintaining a client-focused approach.

Support vendor management and office equipment maintenance as needed.

Foster a positive and productive office environment through proactive problem-solving and communication.

Requirements - Previous experience in a Registered Investment Advisor, wealth planning, private banking, or financial services setting.

Proficiency in Google Workspace tools, including Gmail, Google Drive, Docs, Calendar, and Sheets.

Knowledge of Redtail or similar client management systems is highly desirable.

Strong verbal and written communication skills with an ability to convey information clearly and professionally.

Exceptional organizational skills and the ability to prioritize tasks with attention to detail.

Self-motivated with a proactive approach to managing responsibilities and solving problems.

Ability to work independently while contributing to a team-oriented environment.

Willingness to provide and receive constructive feedback for continuous improvement.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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