We are seeking an Operations and Administrative Manager to join our client’s successful and growing financial service team, located in Westlake, Ohio. As the Operations and Administrative Manager, you will be empowered to assist the President/Senior Financial Advisor with workflow management while simultaneously delivering superior client service. This lead position within a growing team will directly impact the ongoing success of our client’s advisory firm.
The ideal candidate(s) are individuals who: thrive on creating and maintaining operational efficiencies; are self-driven and motivated; welcome and embrace technology; have proven working experience within financial services or related field(s); possess understanding for business operations; effectively engage in executive administration. If you are eager to advance your career while working alongside an energetic and talented team, we encourage you to apply.
A highlight of the essential duties and responsibilities include, but are not limited to: