What are the responsibilities and job description for the Operational Efficiency Expert position at Peak Asset Management, LLC, Colorado?
About Us
Peak Asset Management is a fee-only investment management and financial planning firm dedicated to empowering clients by earning their trust, sharing expertise, simplifying complex issues, and building and maintaining their financial security. We pride ourselves on being a diverse and inclusive workplace, fostering a culture of excellence, teamwork, and continuous learning. If you share our values and passion for delivering exceptional service, we invite you to join our team as a Business Manager.
Key Responsibilities
This role requires strong leadership and organizational skills to oversee the firm's administrative, HR, IT, finance, compliance, and operational functions. Key responsibilities include operations & office management, human resources & payroll administration, IT & systems administration, compliance & regulatory support, accounting & financial administration, vendor & custodian management, and client & advisor support. We seek a highly motivated and experienced professional with a proven track record in business operations, HR, payroll, finance, or compliance.
Peak Asset Management is a fee-only investment management and financial planning firm dedicated to empowering clients by earning their trust, sharing expertise, simplifying complex issues, and building and maintaining their financial security. We pride ourselves on being a diverse and inclusive workplace, fostering a culture of excellence, teamwork, and continuous learning. If you share our values and passion for delivering exceptional service, we invite you to join our team as a Business Manager.
Key Responsibilities
This role requires strong leadership and organizational skills to oversee the firm's administrative, HR, IT, finance, compliance, and operational functions. Key responsibilities include operations & office management, human resources & payroll administration, IT & systems administration, compliance & regulatory support, accounting & financial administration, vendor & custodian management, and client & advisor support. We seek a highly motivated and experienced professional with a proven track record in business operations, HR, payroll, finance, or compliance.
