We're Hiring! Client Operations Manager Main Street Financial Group is a financial planning and investment firm. Our mission is to promote financial planning through the education of our clients, enabling them to achieve the clarity needed to make informed decisions and reach their financial goals.We seek a Client Operations Manager to play a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties, the Client Operations Manager helps keep the office running smoothly and ensures all client paperwork and processing is handled in a timely, accurate, and professional manner. Responsibilities & ActivitiesAssist team by gathering all documents and forms needed for weekly client meetingsCreate folder for each client a week prior to their meetingGo to assigned financial websites and download client statements and other necessary informationCreate meeting agendas to include historical information gathered by researching in our CRM, reading past notes, agendas and documents.You will have 10-15 meetings to prepare for each weekAssist in preparing paperwork for onboarding new clientsScan, process and file client paperwork; Assist with client password resetsContact clients as needed for additional and missing informationProcess new accounts, account transfers, new contributions and redemptionsUpdate CRM, noting findings and new informationHandle miscellaneous operational activities and other duties as assignedDevelop and maintain written systems of all activitiesRequirementsBA/BS degree in finance-related field from an accredited institutionFINRA Series 7, 63, (and 65 if needed for your Registered Investment Advisor)Previous securities industry experienceExcellent organizational and time management skillsGreat attitude and strong client service orientationLow/no drama personality with laser focus on getting the details rightAble to handle multiple tasks within tight time framesProficiency with Microsoft Office SuiteStrong verbal, written, presentation, research and interpersonal communication skillsWe offer a great working environment in a beautiful and professional office location. Our benefits include health insurance and 401K matching with access to disability, dental and vision insurance. Our culture is fast-paced and focused on improving our client’s lives. Please visit our website www.mainstreetfg.com for more info.If you’re interested in this opportunity, please send your resume and cover letter to Virginia Martin at firstname.lastname@example.org. No phone calls please. Given the high demand for this position, we’re only able to contact the most qualified candidates.