
Operation manager in financial services
6 days ago
Operations manager job description:
At Lifelong Wealth, we owe our success to the efficiency of organizational processes. To help maintain and grow this standard, we're seeking an experienced operations manager to oversee daily activities. The ideal candidate will have a sharp business mind and proven success in managing multiple departments for maximum productivity. This person will be highly skilled in human resources, finance, and IT management, and be able to develop and maintain an environment of trust, diversity, and inclusion within the operations team.
Objectives of this role
- Maintain constant communication with clients, staff, and vendors to ensure proper operations of the company
- Develop, implement, and maintain quality assurance protocols
- Increase the efficiency of existing processes and procedures to enhance the company's internal capacity
- Ensure that operational activities remain on time and within budget
Responsibilities
- Lead, motivate, and support a team within a time-sensitive and demanding environment, including career development plans for direct reports and problem resolution
- Manage data collection for the updating of metrics to achieve productivity targets, reduce cost per unit, eliminate errors, and deliver excellent customer service
- Identify cross product selling opportunities
- Assign tasks to the team and monitor those tasks to closer with expected quality, timeline.
- Document existing processes and keep improving the existing processes.
Required skills and qualifications
- Two or more years of proven success in an operations management role
- Excellent ability to delegate responsibilities while maintaining organizational control of branch operations and customer service
- Proficiency in conflict management and business negotiation processes
- Knowledge of business productivity software and an aptitude for learning new applications
Preferred skills and qualifications
- Bachelor's degree (or equivalent) in operations management, business administration, or related field
- Working knowledge of management software programs, including CRM
- Strong IT skills, including database development
- Multiple years of financial services experience
- Ability to communicate in more than one language
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