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Houston, TX 77084

Posted: 07/30/2024 Employment Type: Direct Hire Job Function: Administrative, Operations Manager Job Number: 23633 Pay: $90,000-$115,000 Remote / Hybrid Jobs:

Job Description

A well-established financial planning firm is seeking an Office/Operations Manager to support advisors in delivering financial planning services to clients. The ideal candidate is a highly ethical individual with strong reasoning, sound judgment, and a professional appearance & demeanor and possesses knowledge of project management and strategic planning. Working collaboratively, the new hire will help increase business efficiency by ensuring smooth office operations while upholding organizational values and adhering to compliance standards.

Salary + Additional Benefits:

$90,000-$115,000 + 20% target bonus
Medical Insurance
401K (100% match on the first 3% saved, plus 50% match on the next 2% saved)
Long-term disability
15 days of vacation (Increases with tenure)

Location: Houston, TX
Type of Position: Direct Hire

Responsibilities:

Maintain office operations and procedures.
Oversee payroll and benefits administration.
Review and analyze company financials for management review.
Design, develop, implement, and coordinate systems, policies, and procedures.
Coordinate Disaster Recovery Plan (DRP) for natural disasters/ inclement weather.
Identify problematic areas and implement strategic solutions.
Work with IT vendor to ensure security of data, network access, and backup systems.
Renew vendor agreements, insurance policies, rental agreements, etc.
Prepare and file annual property tax submission and auditing payroll tax payments.
Coordinate administrative responsibilities for SEC compliance.
Negotiate and interface with service companies on projects.
Lead for firm for cybersecurity training and awareness for employees.
Consult with management team on decisions that impact staff.
Administer orientation and training of new hires.

Requirements:

Bachelor’s degree required
Minimum 5 years of experience of operations/administration/HR experience (experience within financial planning industry highly preferred)
Project management experience with evaluating, executing, and implementing projects
Ability to identify and implement business process improvements
Ability to identify and diagnosis operational issues and understand root cause analysis
Highly ethical, strong reasoning, sound judgment, and professional appearance and demeanor
Trustworthy and committed to maintaining confidentiality
Experience in project management/strategic planning
Proactive in planning and thinking
Extraordinary level of curiosity to ask questions and seek to continue to learn
Strong analytical and organizational skills
Borderline obsessive attention to detail with an eye for identifying missing or conflicting information
Excellent writing, listening, and communication skills
Ability to work independently and in a team environment
Proficiency with QuickBooks or similar bookkeeping software
Strong computer skills with a working knowledge of all Microsoft Office applications (Word, Excel, Outlook, and PowerPoint)
Experience with Microsoft Access database software is a plus
Ability to handle a wide variety of tasks and manage several tasks simultaneously with varying deadlines

Meet Your Recruiter

Sarah Colvill
Senior Search Director - Murray Professional

Specializing in matching talent with exciting opportunities in Human Resources, Accounting/Finance, Sales, Marketing, Administrative, and Customer Service.

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About Houston, TX

Discover exciting job opportunities in the vibrant region around Houston, Texas! Known for its thriving economy, diverse industries, and endless growth prospects, Houston offers an enticing landscape for career-minded individuals. With world-class museums like the Museum of Fine Arts and a rich culinary scene showcasing Tex-Mex delights, BBQ joints, and food trucks serving up local flavors, Houston is a melting pot of culture and creativity. Home to the renowned Space Center Houston, the historic Astrodome, and professional sports teams like the Rockets and the Astros, this region exudes energy and excitement. Embrace the charm of this dynamic area while exploring job listings that could lead you to a fulfilling career right here in Houston!