Operations Manager

Position Overview:

Nowlin & Associates (Brad Lowe Team) is seeking a highly organized and detail-oriented Operations Manager to oversee the day-to-day operations for his financial advisory practice.

The Operations Manager will play a key role in ensuring the efficient management of administrative, operational, and client-facing processes. This role requires superior organizational skills and the ability to streamline operations while enhancing the client experience.

?? Key Responsibilities:

• Operational Oversight: Manage the operational functions of the practice, ensuring smooth day-to-day processes, including client onboarding and relationship management.
• Process Optimization: Identify and implement improvements in operational workflows to enhance efficiency, reduce errors, and increase overall effectiveness within the practice.
• Licensing: Pursue securities and insurance licensure to best serve the needs of the practice.
• Client Relations Management: Work closely with Brad to ensure the highest level of service is delivered to clients. Address client queries, resolve issues, and assist in maintaining strong, long-lasting client relationships.
• Technology Management: Oversee the implementation and maintenance of financial software systems, ensuring they are functioning correctly and are used to their full potential.

? Qualifications:

• Education: Bachelor’s degree preferred but not required.
• Proficient in software and office productivity tools (e.g., Microsoft Office, CRM platforms).
• Exceptional organizational and multitasking skills with keen attention to detail.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong communication and interpersonal skills to interact effectively with clients, team members, and stakeholders.
• Proven ability to work independently and as part of a team.

??Benefits:

• Competitive salary and bonus structure.
• Paid time off and holiday leave.
• Professional development opportunities.