Our client, a dynamic financial advising firm, is seeking a dedicated and detail-oriented Operations Manager/Executive Assistant to join their team in Englewood, CO. The ideal candidate will take ownership of the firm’s day-to-day operations, ensuring seamless processes that allow the advisors to focus on their clients. This role includes a wide range of responsibilities, from running payroll to organizing the firm’s master calendar, while managing a team of 9 professionals.
Key Responsibilities
- Payroll & Compensation: Manage and process payroll for the team, ensuring accurate and timely payments.
- New Hire Onboarding: Lead the onboarding process for all new employees, ensuring a smooth transition and alignment with company culture.
- Master Calendar Management: Build, manage, and execute the company’s master calendar, including internal meetings, client appointments, and key deadlines.
- Employee Career Development: Develop and maintain a structured career trajectory for employees, supporting their professional growth and retention.
- Advisor Preparation: Ensure advisors are fully prepped for all meetings, providing necessary materials, client information, and meeting agendas.
- Operational Efficiency: Streamline and improve operational processes to boost team productivity and effectiveness.
- Office Administration: Handle general office management duties, including supplies, technology, and team scheduling.
Qualifications
- 3-5+ years of experience in an operations or administrative role, ideally within a professional services or financial advising firm.
- Proven ability to manage payroll and new hire onboarding.
- Strong organizational skills with experience managing complex calendars and schedules.
- Leadership experience, with the ability to oversee a small team and drive performance.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM systems.
- Ability to work on-site in Englewood, CO.
Preferred Qualifications
- Experience in financial services or wealth management industry.
- Familiarity with payroll software and onboarding systems.
- Understanding of best HR practices.
- Strategic thinker who can create and implement career development plans.
Compensation & Benefits
- Base Salary: $70,000 - $95,000 annually, based on experience.
- Bonus: Performance-based bonuses up to 15% of the base salary.
Total Compensation Range: $73,500 - $110,000.
- Comprehensive benefits package, including Health / Life / Dental / Vision / Long Term Disability / 401k / PTO
- Opportunities for professional development and career growth.
Top Skills
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
