Operations Manager

Personnel Staffers Inc. • Mcmurray, PA • 2h ago

Operations Manager -- Financial Services organization is seeking a highly organized, proactive, and detail-oriented Operations Manager to support the day-to-day operations of its growing wealth management firm. The position is designed to oversee office operations, coordinate team activities, manage technology and data systems, and support both client and employee experiences. It blends administrative coordination with leadership and operational oversight. Monday through Friday, 8:00 AM to 4:30 PM. Starting at $25.00-28.00 per hour higher rate possible for highly qualified/experienced candidates. North Strabane.

Responsibilities:

Manage compliance oversight (broker-dealer state registrations and renewals, insurance state renewals, tracking continuing education for insurance and CFP, etc.)

Help maintain a high-level client experience through efficient operations and service coordination

Coordinate internal communications, including weekly one-on-one meeting with leadership and weekly staff meeting

Oversee CRM systems, ensuring client and firm data accuracy and organization

Conduct periodic audits and cleanup of databases

Maintain office calendar for HR, operations, compliance, and marketing events

Organize team-building activities and incentive programs

Implement and present employee benefits (healthcare, 401(k), etc.)

Coordinate HR processes, including performance reviews, training, and recognition programs

Oversee office technology: monitor software/hardware, liaise with tech vendors, resolve issues, and set up/retire equipment for new/leaving staff

Manage shared resources, enforcing data entry and file naming standards

Support marketing coordination, including being internal point of contact for vendors and platforms

Qualifications:

Financial services experience preferred, but not required

Bachelor's degree preferred

Executive administrative support, office management, marketing, and data entry

Highly organized, proactive, detail-oriented, strong communicator, comfortable leading systems and processes

Teamwork, continuous improvement, client focus, and professionalism

Notary public is a plus

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