Our client, a dynamic financial advising firm, is seeking a dedicated and detail-oriented Operations Manager/Executive Assistant to join their team in Englewood, CO. The ideal candidate will take ownership of the firm’s day-to-day operations, ensuring seamless processes that allow the advisors to focus on their clients. This role includes a wide range of responsibilities, from running payroll to organizing the firm’s master calendar, while managing a team of 9 professionals.
Key Responsibilities
- Payroll & Compensation: Manage and process payroll for the team, ensuring accurate and timely payments.
- New Hire Onboarding: Lead the onboarding process for all new employees, ensuring a smooth transition and alignment with company culture.
- Master Calendar Management: Build, manage, and execute the company’s master calendar, including internal meetings, client appointments, and key deadlines.
- Employee Career Development: Develop and maintain a structured career trajectory for employees, supporting their professional growth and retention.
- Advisor Preparation: Ensure advisors are fully prepped for all meetings, providing necessary materials, client information, and meeting agendas.
- Operational Efficiency: Streamline and improve operational processes to boost team productivity and effectiveness.
- Office Administration: Handle general office management duties, including supplies, technology, and team scheduling.
Qualifications
- 3-5+ years of experience in an operations or administrative role, ideally within a professional services or financial advising firm.
- Proven ability to manage payroll and new hire onboarding.
- Strong organizational skills with experience managing complex calendars and schedules.
- Leadership experience, with the ability to oversee a small team and drive performance.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM systems.
- Ability to work on-site in Englewood, CO.
Preferred Qualifications
- Experience in financial services or wealth management industry.
- Familiarity with payroll software and onboarding systems.
- Understanding of best HR practices.
- Strategic thinker who can create and implement career development plans.
Compensation & Benefits
- Base Salary: $70,000 - $95,000 annually, based on experience.
- Bonus: Performance-based bonuses up to 15% of the base salary.
Total Compensation Range: $73,500 - $110,000.
- Comprehensive benefits package, including Health / Life / Dental / Vision / Long Term Disability / 401k / PTO
- Opportunities for professional development and career growth.