Job Description

We are a dynamic and rapidly growing wealth planning firm in immediate need of a topflight Operations Officer. Are you someone motivated by the challenge to expand both his, or her technical and managerial skills in the development of a strong, responsive wealth planning group? Are you experienced in financial services, as well as directing a support team? Do you seek a small yet dynamic company with a unique opportunity for professional growth? Are you interested in joining a firm with top priority on company and personal values?

This could be the opportunity you’ve been waiting for.

POSITION RESPONSIBILITIES:

• Manage and train staff
• Manage office operations
• Client issue resolution and follow-up
• Service existing clients

EXPERIENCE AND SKILLS REQUIRED:

• Seven years Financial Services Industry Experience
• Applied advanced planning strategies and understanding of the big picture
• Proficient technical skills for paperless office
• Formulates effective plans and processes
• Effectively applies sound management techniques
• Projects poise and self-assurance without being aggressive
• Strongly motivated to achieve optimal results – without supervision
• Clearly establishes project goals, objectives, and execution
• Delegates with clearly defined responsibility and authority
• Able to successfully prioritize when faced with requests, demands and deadlines
• Handles situations in a calm and objective manner
• Takes initiative and follows-through on all projects
• Proven ability to take high level direction and develop logical, systematic approaches to solutions
• Communicates clearly and concisely with appropriate grammar and punctuation
• Uses the synergistic power of teamwork to achieve results
• Personalizing and enhancing client satisfaction
• Understands the degree of urgency of each task
• Excellent interpersonal and human relation skills

EDUCATION/CERTIFICATIONS REQUIRED:

• College degree
• Series 7 License

BENEFITS:

• Health Insurance
• Retirement Plan
• PTO + Holidays

JOB TYPE:

• Full-time, on-site
• Salary: Commensurate with qualifications and experience

Company Description

At Reinert Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address:

• Investing principles and strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management analysis Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.