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Company Contact Info

  • Santa Barbara, CA 93105
  • Allison Hamlin
  • Phone: 8055699024
  • Phone:: (805) 770-6064

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Operations Manager

AppleOne • Santa Barbara, CA

Posted 1 month ago

Job Snapshot

Degree - None
Other Great Industries

Job Description

A financial establishment in Santa Barbara is seeking a full-time Operations Manager to ensure overall firm operations are well organized and running efficiently. The Operations Manager will assist financial advisors with complex client tasks and coordinate with third-parties as needed. This individual must be able to efficiently plan, organize, schedule and budget in a productive manner. Responsibilities: 1. Client communication 2. Assist clients with day to day requests and inquiries 3. Call/meet with clients to gather information 4. Actively reach out to clients regarding opportunities and/or changes to accounts 5. Develop and maintain data for comprehensive financial plans 6. Communicate and coordinate with outside products 7. Prepare documents and reports for advisor meetings 8. Troubleshoot any account or technical issues 9. Review advisors? registrations, licenses, and appointments annually 10. Coordinate with property manager, vendors, and others as needed 11. Coordinate travel arrangements for staff 12. Assist with practice acquisition research 13. Develop and maintain human resources systems including: ensuring compliance with applicable laws and regulations Qualifications: 1. Bachelor's degree or equivalent experience required. Master?s preferred 2. At least two years of previous financial services experience required. LPL Financial Clientworks experience preferred 3. Previous operational, paraplanning, compliance and management experience preferred 4. Proficient in Word, Excel, Outlook, and PowerPoint 5. Experience with CRM software (Salesforce) preferred 6. Securities license preferred (Series 7, 65, or 66 If you feel you meet the criteria above, please respond with an updated version of your resume. We are an equal employment opportunity employer and will consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, age (40 and over), gender identity, national origin, protected veteran status, disability or any other protected classification under federal and state law.
Job ID: 1125/AH/OM.134277
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