What are the responsibilities and job description for the Financial Operations Director position at North Texas Wealth Management?
We are seeking a Financial Operations Director to lead our operations team at North Texas Wealth Management. The ideal candidate will have experience in financial services, with a strong background in operations management and compliance.
As a key member of our team, you will be responsible for overseeing the daily operations of our firm, ensuring smooth and efficient workflows. You will also supervise and support our virtual administrative team, and identify opportunities for process improvements.
A successful candidate will possess excellent leadership, communication, and problem-solving skills. They will be able to balance compliance requirements with strategic business goals, and demonstrate a keen eye for operational efficiencies.
About the Role:
- Oversee the daily operations of the firm, ensuring smooth and efficient workflows.
- Supervise and support virtual administrative professionals.
- Identify and implement process improvements to enhance operational efficiency and client experience.
- Manage vendor relationships, office logistics, and technology needs to maintain an organized and professional work environment.
