Director of Operations
Job Description
Director of Operations
Laguna Hills, CA (Orange County) - hybrid / flexible work week
Summary:
Growing wealth and retirement plan organization is looking for someone with several years of day-to-day operational experience in the financial industry who is ideally out of an RIA to oversee all aspects of work flow, reporting, client service, and overall business execution. If you believe yourself to be that person and are interested in joining a growing organization, please apply immediately.
Compensation:
$100,000-$120,000
Responsibilities:
This individual would be responsible for all day-to-day financial operations including but not limited to relationship management, client implementation and onboarding, billing, invoicing, vendor management, compliance, work accuracy and efficiency, quality control, delegating tasks, providing accountability, and executing daily projects as they arise. This person will be the bridge between the advisors and clients and insure transactions and communication flow affectively.
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