What are the responsibilities and job description for the Operations Manager position at Magellan Financial & Insurance Services, Inc.?
About Us
We are Magellan Financial & Insurance Services, Inc., a holistic retirement planning and wealth management firm dedicated to empowering individuals and families to achieve their ideal retirements through personalized, tax-efficient strategies. Our mission is to provide exceptional service and expertise, leveraging our integrity, transparency, and commitment to our clients' financial well-being.
Key Responsibilities
- Assist with workshop preparation and execution, ensuring smooth check-in and appointment processes.
- Provide exceptional client service, proficiently navigating digital systems and applications to facilitate communication and data management.
Requirements
- A seasoned professional with experience in office management, preferably within the financial services industry or a similar environment.
- An adaptable individual with the intellectual curiosity to master industry-specific knowledge and technology platforms.
- Exceptional communication skills, with the ability to effectively collaborate with team members, clients, and vendors.
- Proficiency in office management tools, CRM platforms, and financial software.
- A positive mindset, continually seeking ways to enhance processes and client experiences.
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