Operations Manager

Job Summary

A company is looking for an Operations Manager/Services Assistant.

Key Responsibilities:

• Oversee daily operations, ensuring alignment and consistency across advisors and coaches
• Manage the end-to-end billing process, including invoicing and revenue tracking
• Maintain compliance oversight, ensuring timely completion of required filings and reviews

Required Qualifications:

• 2+ years of experience in operations or administrative support within financial services
• 2+ years of supervisory or contractor management experience preferred
• Working knowledge of RIA operations and compliance processes
• Strong proficiency in Google Sheets, particularly in dashboard building
• Experience in auditing work for quality and tracking performance metrics