Manolakes Investments is an independent financial services practice offering a range of services, from helping select individual investments to developing a retirement plan. With access to a broad array of company resources, our practice helps clients make informed investment decisions based on their specific needs.

We are seeking an Operations Manager to serve our practice in a client facing support and office management hybrid role. You will be responsible to provide exceptional customer service, support financial advisory functions, interact professionally with clients, and serve as administrative support for the team. Additionally, you are tasked with coordinating and overseeing job-related activities and assignments of the staff. To include ensuring adherence to company HR policies and procedures. We will rely on you to identify and attend to the concerns of employees, clients, and vendors.

Compensation and Opportunities for Advancement:

Compensation is commensurate with experience and based on being registered or non-registered associate. While being registered is not mandatory for this position, Manolakes Investments believes in fostering an environment of professional development. Associates who currently hold or decide to obtain a Series 7 and/or 66 Securities Registration will be financially rewarded for building on their skillset.

Major Duties:

• Assist Financial Advisors and Consultants in collection, creation, and distribution of client data for investment plans.
• Compile and send client review meeting packets and referral meeting packets.
• Assist in meeting scheduling, reminders, gather and input client’s outside financial data as needed.
• Prepare, send, follow up and process forms required for operational efficiency and compliance.
• Provide service to clients via phone, email, written correspondence including but not limited to incoming calls/emails, questions regarding statements, online enrollment assistance, general account activity etc.
• Provide marketing assistance as needed including, coordinating with marketing vendors, website operations, client mail/email and client events.
• Take client meeting notes.
• Assist all office employees to ensure they have what they need at their workstation to work productively and meet deadlines and company standards.
• Manage telephone calls and emails from vendors and directing them to relevant staff. Including cataloging and submitting vendor invoices when appropriate.
• Monitor office supplies and order new stationery, furniture, appliances, and electronics as necessary.
• Organizing maintenance companies to keep the office clean, safe, and in good working order.

Expectations of the Role:

• Excellent communication with the team via conference/Zoom calls, instant messenger, phone, email etc.
• Positive attitude, willingness to engage in various business projects and initiatives.
• Ability to work in a fast-paced environment requiring you to wear many hats while staying client focused.
• Contribute to business vision and positive/unique team culture.

Qualifications:

• Bachelor’s degree or equivalent experience working within financial services.
• Strong organizational skills with an ability to manage a variety of tasks and prioritize individual workload responsibilities.
• Strong organizational skills are a must; an ability to manage a variety of tasks and prioritize individual workload responsibilities.
• An ability to adhere to strict confidentiality requirements as well as utilize good judgment in the preparation, handling, and distribution of confidential information.
• An ability to convey messages clearly, concisely, and pleasantly to others in person, by phone or via written correspondence. This includes grammatical proficiency.
• Strong interpersonal skills.
• Excellent computer skills and knowledge of Microsoft Office product

Manolakes Investments provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Any other referenced entity is separate from WFAFN.

Job Type: Full-time

Pay: $44,650.03 - $53,772.08 per year

Work Location: In person