Operations & Administrative Manager

Juniper Wealth Advisors, a wealth management practice affiliated with the Wells Fargo Advisors Financial Network, would like to announce an open position in the capacity of Operations & Administrative Manager.  Juniper Wealth Advisors has a work environment that promotes diversity, embraces change, and provides leadership opportunities to every team member.  We are on a fast track within the wealth management industry and are seeking an energetic professional to take us even further.  Ideal candidate should be prepared to support client facing project work and provide in depth administration of client servicing responsibilities.

Requirements and Qualifications:

1. Strong customer service focus, highly flexible, and strong attention to detail.
2. Ability to work independently to achieve results while collaborating with a team to address client service needs.
3. Willingness to shift focus, adapt to changing priorities, and maintain patience and good judgment in serving clients and resolving issues.
4. Must manage highly confidential information with professionalism and unquestionable integrity.
5. B.A. degree with a minimum 2+ years financial services industry related experience.
6. Ability to work in a team environment with internal and external contacts at all levels.
7. Excellent interpersonal, organizational, verbal and written communication skills.
8. Financial literacy, knowledge of common investment concepts and solutions, and securities licensing a plus.

Position Responsibilities

Operations Manager functions as the professional face of the office during official business hours.  As such, the Operations Manager has the following responsibilities:

1. Support client facing project work, scheduling calls and meetings, meeting materials, run reports, filing and email communications.
2. Perform general office administrative duties such as faxing, copying, scanning, shredding, phone reception, etc.  Greet and screen visitors effectively.  Answer incoming calls & emails promptly and determine appropriate response.
3. Provide in depth administration of client servicing responsibilities (check deposits, ACH transfers, account contributions/ distributions, data gathering/ entering for financial plans, and paperwork processing)
4. Miscellaneous client/office services projects as assigned.
5. Maintain an excellent level of organization and communication in all areas.
6. Take required course to become a notary public and keep it current.

Competitive salary offered -- commensurate with experience and licensing.  Health, dental, vision, disability, and 401k benefits provided and subsidized by the company.  Juniper Wealth Advisors will also reimburse employees for relevant professional designations achieved while under their employ, with prior approval.  (CFP, CIMA, CPWA, etc)