Operations Manager

Job Description

This position is being offered and will be employed by Gordon F. Homes. WestPoint Financial Group is assisting with the sourcing of this position.

Operations Manager:

Gordon Homes has spent over 35 years providing financial planning services to his clients, with an emphasis on comprehensive planning in partnership with non-profit organizations and within the special needs space. Gordon is currently seeking an Operations Manager to join his team of four staff in their very busy office.

This role is Full-Time (40 hours/week) and works in Gordon Homes' Indianapolis office.

The ideal candidate will exhibit high ethical standards, demonstrate excellent to detail, be process-oriented, and seek to drive productivity through efficiency. This role requires a team player who can work collaboratively with the team to provide top-tier client support and service.

Responsibilities include, but are not limited to:

Supporting the Complete Sales Cycle

Prepare client files for meetings

Aid in establishing investment accounts

Ensure policy reports and requirements are ordered and received in a timely manner

Provide prompt and professional communication with clients

Provide proactive case management

Administrative Support

Answer and screen telephone calls

Calendar scheduling and management

Act as liaison between financial planner and clients

Prepare correspondence to clients (to include letters, business plan, servicing requests)

Service existing investment accounts and insurance policies

Act independently to obtain home office assistance or that of other administrative staff as needed

Update marketing and presentation materials, as well as update the team website

Other duties as assigned

Qualifications:

Proficient use of computers and Microsoft Office

Proficiency in database management and/or CRM systems

Adept with technology and demonstrates the ability to quickly learn new technology

Strong interpersonal communication skills

Strong organizational and multi-tasking abilities

Strong attention to detail

Excellent verbal and written communication skills

Bachelor’s degree, preferred

Financial industry experience, preferred

A strong desire to work in the financial services industry or to help those in the special needs community, preferred

Salary: $62,000-$72,000; compensation based on experience and qualifications

Benefits:

Generous Benefits Package

Health Insurance

Group Life Insurance and STD/LTD

Vacation Time

401k with a match