Filled! — Brown Financial Advisory (Fairhope, AL) Seeking Operations Manager

Job Summary

The Operations Manager (OM) position is an executive-level position that is responsible for three functional areas of the company: back-office/operations team oversight, development and management, company finances, and human resources. The OM team oversight will require the implementation, reporting and management of the firm’s day-to-day back-office team and its processes and systems. Back-office systems often include the maintenance of third-party custodial and technology relationships. The company finances include the responsibility for bookkeeping and maintaining the basic finances of the company including bill payment and payroll. Finally, the OM oversees human resources including employee benefits, PTO tracking and 401(k) administration.

 

Duties and Responsibilities

The Operations Manager can expect to focus in the following areas:

Operations:

  • Oversee firm operations policies and procedures
  • Manage and monitor operations team relative to business plan, including necessary adjustments to structure, process, systems and organizational capabilities
  • Compile and maintain back-office records and activities
  • Coordinate with operations team to generate quarterly client reports and review with firm management
  • Generate, review and reconcile quarterly client fees
  • Write business processes and, keep them updated in our CRM
  • Write up polices and best practices and maintain the operations manual
  • Support the operations team by occasionally assisting with client requests
  • Learn and train on operations technology platforms and enhancements as they occur
  • Oversee upcoming merger with Schwab and TDA for the firm and update processes and ops manual

Finances:

  • Bookkeeping through Quickbooks
  • Coordinating with the firm’s accountant to ensure accounting accuracy and tax compliance
  • Facilitating Payroll through our payroll company
  • Paying bills and reconciling accounts
  • Maintaining company’s insurance coverages

Human Resources:

  • Administer benefits and/or coordinate activities of benefits including 401(k)
  • Onboarding of new employees and training on all systems
  • Recruit new hires for positions throughout the firm

 

Requirements

Qualifications

  • Minimum 5 years operations management experience, preferably in the financial services industry
  • Experience with Quickbooks/Intuit required
  • Strong project management skills—organized, detail-oriented and able to multitask and prioritize
  • Good written and verbal communication skills and knowledge of basic personal finance concepts (like various IRAs and account types)
  • Team player, able to work well with all levels of the firm, as well as with clients
  • Desire/ability to work successfully in a small company environment
  • Self-starter who naturally takes initiative and works well without supervision
  • Experience with Salesforce CRM, Net Documents and/or Google for Business preferred

 

Personal Characteristics

  • Have a client-first attitude with a keen focus on delivering service beyond expectations
  • Are empathetic leaders who enjoy coaching and developing others
  • Possess a keen eye for detail and are accurate, organized, and can set priorities appropriately
  • Are tech savvy and can quickly learn new software, platforms, and tools
  • Exhibit strong ethics and dedication to maintaining high confidentiality of firm and client data
  • Are responsive and effective communicators, verbally and in writing, who build trusting and supportive relationships with all levels of firm employees, as well as with clients
  • Are highly professional and mature and will serve as a positive role model for their team
  • Are self-starters who take initiative

Salary and Benefits

  • Salary based on experience
  • Client retention incentive pay
  • Benefits including dental and healthcare; 401(k), flexible PTO, STD/LTD and life insurance
  • Financial support for professional accreditation/continuing education requirements and other education/training opportunities

 

Interested candidates can email marlam@brownfinancialadvisory.com.