Operations 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…
Read MoreNew Business Specialist
The New Business Specialist will be part of the operations team supporting financial advisors and their clients. This position combines strong administrative skills with great customer service skills. Daily activities of the job include, but are not limited to: Assist in the onboarding of all new clients, from account opening and incoming transfer to initial…
Read More