Operations Manager
MONECO Advisors, LLC is a holistic financial services firm based in Fairfield, CT offering a wide range of financial planning solutions. The firm takes a modern approach to the finance industry and its success is rooted in its strong culture. MONECO is looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept.
The Operations Manager will work with the executive committee and other firm committees that run the day to day operations of MONECO Advisors. The role will focus on driving forward key business initiatives and managing various projects to elevate the advisor and client experience of MONECO.
This position has three main areas of responsibility:
- Project Management: Ability to manage long term projects across all functional business areas, including operations, financial, marketing, technology, acquisition/recruitment, and human resources. Starting with project development through training and review.
- Business Operations: Assists in general office operations, including technology administration, basic financial functions, H.R. and benefits administration and vendor management.
- Team Onboarding:Lead the firm’s onboarding efforts for new advisors, administrators and other staff, including paperwork, training, development and resource management.
This is a unique opportunity to be creative, solve problems and see the direct impact that personal financial planning can have on the firm’s clients. The Operations is a full-time salaried position with competitive benefits and a performance-based bonus. Do not miss your chance to be a part of one of the fastest growing independent firms in Connecticut!
Qualifications:
- Excellent verbal and written communication skills required. Writing samples will be requested.
- Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required.
- 5 or more years’ experience in operations/project management is required.
- Experience with a CRM system is required.
- Experience working in operations in the financial industry is a plus
- Ability to coordinate efforts with team members to accomplish tasks and deliver results on time and in good order.
- Willingness to act as an ambassador for the firm to our clients as well as others in the local community.