Back to jobs
Reports to: Sr. Director of Staffing and Operations
Status: Exempt
Duties:
Minimum Education:
Skills and Experience:
Firm Requirements:
Job Description
Reports to: Sr. Director of Staffing and Operations
Status: Exempt
Duties:
- Facilitate the day-to-day general business operations.
- Oversee general upkeep, maintenance and repairs of the office as needed.
- Oversee and be accountable for all client service requests, including but not limited to: new account setup, account updates, asset movement, reporting, 401(k) rollovers, annuities, etc.
- Ensure efficient and organized operations by leveraging established Apollon tools and processes; identify and address inefficiencies without introducing unsupported workflows.
- Manage updates for household and entity records including insurance, annuities, legal, and tax documents.
- Ensure consistent onboarding processes for new clients or transitions to new custodians.
- Manage Relationship Managers, Client Service Associates and Admins within the office.
- Conduct weekly scheduled meetings with advisors, RMs, and CSAs.
- Meticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requests
- Manage client accounts from initial opening to ongoing service, including document gathering, account setups, and comprehensive client support
- Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions
- Collaborate with advisors, back-office staff, and other team members to provide a seamless and exceptional experience
Minimum Education:
- Bachelor’s degree is preferred
Skills and Experience:
- 3-5 Years of experience in office management role
- Strong background in finance business practice
Firm Requirements:
- Must maintain client confidentiality
- Ability to ensure compliance of firm’s policies and procedures
- Attention to detail with strong oral and written communication skills
- Ability to prioritize and multitask
- Strong interpersonal skills
- Strong organizational and documentation skills
- Creative, flexible, and persistent in completing tasks
- Strong initiative: ability to work independently
- Very experienced in MS Office Suite (Windows, Word, Excel, Outlook)