Operations Manager

I. About Us

FD Financial Group is a series of boutique financial companies devoted to helping dentists expand what’s possible with money and connect their money to life. We do this through our financial planning firm, WealthFD, accounting firm, TaxFD, and mortgage brokerage, MortgageFD. We are a young company with drive and a start-up mentality.

Core Values:

• We are Friends… with clients and teammates. That means we help others when needed, go the extra mile, care, and are trustworthy.
• Be the Best. We take pride in our firm and the work we do for clients. Likewise, we hold ourselves to the highest standard.
• Own it. We take ownership, accountability, and responsibility for our work, behaviors, and results. We’re honest, admit when we’re wrong, and learn collectively from mistakes.
• Question Everything. Nothing is set in stone. We challenge conventional thoughts and encourage strong opinions.
• Work Hard, Play Hard. We work hard… but balance it with a FUN work environment and encourage time off to be disconnected.

II. Benefits

• Competitive salary.
• Open & Unlimited Vacation Policy.
• 100% Employer-Paid Health Insurance, Dental Insurance, Vision Insurance.
• 401(k) with a 5% employer contribution.
• Employer-Paid Amazon Prime Membership.
• Employer-Paid TSA Pre-Check.
• Flexible Dress Code.
• Company issued cell phone & laptop.
• Quarterly Parties… to celebrate our accomplishments together. Plus, we cover the cost of a rideshare service to get you home safely.

III. Responsibilities

• Maintain internal client database and organization of tasks.
• Respond to incoming calls and emails from current and prospective clients.
• Manage client onboarding and implementation on existing client ongoing meetings
• Develop and implement proactive outbound communication with clients.
• Process billing for clients and manage accounts receivable.
• Prepare for prospective client meetings.
• Oversee major firm projects including bookkeeping reporting.
• Implement firm marketing and social media plans.

IV. Requirements

• Upcoming College Graduates Encouraged to Apply.
• Bachelors Degree in Business, Communications, or related field. Minimum 3.3 GPA.
• Comfortable in a fast-growing start-up environment. You will know objectives and will need to collaborate on the best ways to complete a task.
• Excellent communication skills - on the phone, in person, and in writing. Since you’re often the front-line support for our clients, it’s important that you can communicate without errors, promptly, and with ease.
• You’re an organization-pro. Like maybe you alphabetize your spice rack. You keep everything together for our clients – so this is critical.
• You sincerely love working with people. You treat your teammates and clients with respect and care. Our clients become friends and we do everything we can to advocate on their behalf.
• Cloud-based applications, e-signatures, and technology don’t daunt you. We use a lot of technology.
• Able to work in theoffice – we do our best work when collaborating in person together.

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person

Salary : $40,000 - $60,000