What are the responsibilities and job description for the Operations Director position at First Financial Planners?
Operations Director - Office Manager & Appointment Setter
Summary:
This is a unique opportunity to contribute to the growth and success of First Financial Planners as an Operations Director - Office Manager & Appointment Setter.
About Us:
We specialize in personalized comprehensive financial and tax planning solutions, implemented into a Strategic Plan design.
Salary:
A competitive salary commensurate with experience, plus incentive pay and bonuses based on performance.
Main Accountabilities:
- Manage day-to-day office operations, ensuring seamless workflow and high-quality client service.
- Establish and maintain positive relationships with clients, prospects, and staff.
- Convert leads into appointments by discussing financial concerns and needs.
- Record and maintain accurate data within Redtail CRM client management software.
- Design and implement efficient workflows for office functions.
- Assign tasks, monitor progress, and ensure timely completion.
- Coordinate event registration, screening, and workshop setup.
- Deliver exceptional client service, including beverage offerings.
- Manage office supply inventory and ordering.
- Preliminary meeting materials and folder delivery.
Essential Qualifications:
- Strong proficiency in REDTAIL CRM, Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
