Operations Manager - US Financial Services

In 1989, US Financial Services was established by three founding partners. They established the firm out of a desire to make a difference in the lives of small business owners, physicians, families, and individuals by offering a full spectrum of wealth management services. US Financial is dedicated to helping their clients plan for every stage of life. From starting a family, changing careers, selling a business or entering retirement, their team of experts is ready to help clients align money management with responsibilities and dreams.

As the Operations Manager with US Financial, you will be responsible for all administrative and support functions of the firm, including the management of support and administrative staff. The Operations Manager reports to the Head of Operations with a career track to grow into the Head of Operations role.

MEASURES OF SUCCESS:
The Operations Manager is measured by the accomplishment of the firm's goals that pertain to the completion of projects or the maintenance of a certain standard of support. The position may also manage a budget and be measured by the ability to maintain expenses.

RESPONSIBILITIES:

• Team/Staff Management: Assistance & guidance to staff/supervision and training.
• Act as intermediary between Partners and staff.
• Implementation and supervision of office procedures, ensuring office efficiency.
• Maintenance of office equipment.
• Maintain and distribute calendars: in-office rotation schedule (monthly), staff birthdays, work anniversaries to be revised annually.
• Company and client event planning and organizing.
• Transition coordinator for tuck-ins and sub acquisitions which includes: Computer equipment updates and installations, phone equipment updates and installations, liaison with Kestra/Bluespring on advisor transitions.
• Inventory maintenance and purchasing office supplies.
• Handle all reimbursement submissions and requests.
• Assistance with onboarding new employees and staff.
• Scheduling virtual and in-office interviews for new employees, summer interns, etc.
• Maintenance of office space in Fairfield location.
• Ensure all safety policies are current and schedule safety equipment inspections.
• Monitor and record employee PTO in coordination with HRIS system: Dayforce.
• Manage correspondence with vendors, service companies and IT.
• Control and reconcile petty cash.

QUALIFICATIONS:

• 3 years Office Management experience in a professional office.
• 3 years in Financial Services.
• Business and/or related degree preferred.

BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.