Office Manager
A successful and rapidly-growing independent firm in the Guilford, CT area is looking for an office manager to join their team. This individual would run the office and be the point of contact for all clients, advisors, and staff. Job Responsibilities Manage the day-to-day office activities. Handle administrative tasks. Manage the office staff. Act as…
Read MoreLicensing Coordinator
A rapidly growing FMO/IMO company in the Fort Lauderdale, FL area is looking for a licensing coordinator to join their team. This individual will perform a wide variety of administrative duties to support the licensing and contracting of financial advisors who join the company. Job Responsibilities Coordinate with recruiting department to obtain all necessary required…
Read MoreClient Service Representative
One of the fastest growing national RIA firms in the country is seeking a Client Service Representative for their office in the Fort Lauderdale area. Job Responsibilities: Maintain existing client relationships by resolving client inquiries and keeping key information up to date. Work as a representative for day-to-day back-office operations needs. Coordinate with the Trading…
Read MoreOperations Manager
A successful independent RIA firm in Cordova, TN is seeking an Operations Manager. Responsibilities: Human Resources—hiring/firing employees, performance reviews, etc. Ensure consistent firm processes and improvements Oversee and responsible for all office operations and staff Report directly to the CEO Requirements and Job Details: Management and operations experience preferred Licensing preferred but not necessary Salary…
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