Employer: JLFranklin Wealth Planning
BUSINESS OPERATIONS MANAGERWe are a small, growing financial firm looking for a friendly and organized addition to our team. We offer flexible hours for this position, and would consider both part-time (minimum commitment of 30 hours spread over at least four days per week) and full-time applicants.POSITION DESCRIPTION The Business Operations Manager works in our Marin County office (remote during the pandemic) and is an integral member of our female-led team. You will make a positive impact in people’s lives with your helpful attitude and coordination skills. The focus of this job is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential; the job requires patience and a willingness to handle and complete one task at a time. The job environment is stable, based on known relationships with people and well-defined processes. The ideal candidate is a high performer who is eager to learn and grow. You will be responsible for assisting with the development, implementation, and evaluation of new and existing office operational processes, solving client requests, and assisting the founder with her business development projects. In your wide range of challenging tasks, your goal is to ensure that our firm is running productively and efficiently and that each of our clients believes they are getting the most personalized service possible. Job knowledge and competency is built through structured step-by-step training and supportive coaching from management and peers. Communication with others involves knowledge of repetitive job routines and procedures gained from sufficient on the job experience.Bay Area applicants are preferred; we will not pay for relocation. RESPONSIBILITIES:Office OperationsOrganize and manage tasks within our customer relationship management (CRM) software databaseCommunicate with vendors, brokerage firms, and clients on behalf of the firmCoordinate software implementation and develop training programsManage Securities and Exchange Commission (SEC) compliance responsibilitiesSuggest improvements to increase productivity and client satisfactionGeneral office management dutiesClient ServiceSolve client requests: independently research and clearly document the steps taken and your conclusions; for other tasks follow specific directions as neededDraft and proofread written communications to clients, prospects, and business partnersComplete forms and documentsCoordinate with clients, Schwab, and other account custodians to accomplish tasksOnboard new clients Business Development AssistanceAssist with execution of social media strategy using Facebook, Twitter, LinkedIn and other platformsManage email marketing blasts using Constant Contact softwareTrack contact with prospects in our CRM, including generation of analytical reports; prepare prospect marketing materials Media liaisonNo cold calling requiredDESIREDExcellent written and verbal communication skillsAble to work at a steady, even pace to promote accuracy and quality of workA highly collegial and collaborative work style; able to work well with all members of the team and collaborate to serve our clients and keep our firm visible to existing and prospective clients.Can follow a set of procedures and complete tasks before new ones are begunProficiency with editing functionality in Microsoft WordREQUIREDOrganized, reliable, flexible, efficient, self-motivatedStrong work ethic and eagerness to “roll up your sleeves” to get things accomplished as part of the teamWorking knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computerAn approachable, friendly personalityDesire and ability to work successfully in a small-companyHelpful, supportive communication with management and peersCollaborative approach in a structured job environmentAbility to work independently and take direction wellDemonstrated track record of taking full ownership of both large and small projects, and seeing them through to a successful conclusionA high level of professionalismBachelor’s degree, preferredWork experience in a similar role, preferred COMPENSATIONWe offer a competitive compensation package including salary, bonus, medical insurance, 401(k) and profit sharing plan. Salary will be determined based on experience and qualifications. Weekly staff lunch, and learning about your own personal financial situation are added benefits. ABOUT OUR FIRMJLFranklin Wealth Planning has been providing financial planning, wealth management, and tax planning services on a fee-only basis for over 20 years. We encourage you to visit www.JLFWealth.com before you apply to get an understanding of our firm. LOCATIONLarkspur, California (Remote during the pandemic) HOW TO APPLYPlease submit your information, resume and a cover letter telling us why you are interested in this position. We prefer attachments to be uploaded in PDF format. No phone calls, please.We look forward to hearing from you!