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$ Up to $100,000 Operations M...

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$ Up to $100,000 Operations Manager - Financial Services Firm
Company: AppleOne Location: Irvine, CA 92614
Up to $100000.00
Status: Full Time
Job Category: Engineering
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Job Description
Job Description:
Established Wealth Management Firm in Newport Beach is looking for a professional to fill the role of Operations Manager. Pay DOE is $65-$100K. A recent background working in Financial Services is required. 5+ years experience in role required. Series 7 license required.

Job Responsibilities:
o Delegate tasks within team and track progress
o Foster a culture of staff development
o Develop accountability and conduct performance appraisals of team members
o Debrief with Principal following client meetings and develop action plans for all phases of planning and implementation
o Oversee financial plan manufacture, investment, insurance and fee business processing
o Supervise client service issues high level of client satisfaction
o Maintain a ?predictable environment? for clients and team members
o Oversee the development of an effective business development and marketing program
o Assure that practice is operating efficiently, accurately, compliantly and profitably
o Maintain, develop and implement technical systems that assure a consistently effective run operation

Please provide resume for review. Qualified candidates will be contacted immediately to schedule an interview. We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status. You can view all of our jobs online at http://www.appleone.com/?sc=11&id=859325

Job Experience:

Contact Information
Company: AppleOne
Contact: Heather Floyd
E-mail: Apply by Email
Address: 3937 Birch Street
Newport Beach, CA 92660
Phone: (949) 852-8233
Fax: (949) 261-1132
Reference Code: 11452.1098.HRF-OpsMgr.859325*