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Office/Operations Manager
Employment Type:
Direct Hire
Job Function: Administrative/Clerical
Job ID:: 132207
Pay Range: $90,000-115,000 / year
Job Description
About Us: Join a dynamic financial planning firm located in West Houston. We are seeking an Office/Operations Manager who will play a crucial role in supporting our advisors by managing office operations and providing exceptional service to our clients. Full benefits + bonus- 100% in office!
Key Responsibilities:
- Maintain office operations and procedures
- Oversee payroll and benefits administration
- Review and analyze company financials for management review
- Design, develop, implement, and coordinate systems, policies, and procedures
- Coordinate the Disaster Recovery Plan (DRP) for natural disasters/inclement weather
- Identify problematic areas and implement strategic solutions
- Collaborate with our IT vendor to ensure data security, network access, and backup systems
- Renew vendor agreements, insurance policies, rental agreements, etc.
- Prepare and file annual property tax submissions and audit payroll tax payments
- Coordinate administrative responsibilities for SEC compliance (no prior experience required)
- Negotiate and interface with service companies on projects
- Lead cybersecurity training and awareness initiatives for employees
- Consult with the management team on decisions impacting staff
- Administer orientation and training for new hires
Qualifications:
- Bachelor’s Degree
- Minimum of 5 years of experience in operations/administration/HR (experience in the financial planning industry highly preferred)
- Project management experience with evaluating, executing, and implementing projects
- Ability to identify and implement business process improvements
- Strong analytical skills with the ability to diagnose operational issues and conduct root cause analysis
- Highly ethical with strong reasoning, sound judgment, and a professional appearance and demeanor
- Trustworthy and committed to maintaining confidentiality
- Proactive planner and thinker with an extraordinary level of curiosity
- Exceptional attention to detail with an eye for identifying missing or conflicting information
- Excellent writing, listening, and communication skills
- Ability to work independently and in a team environment
- Proficiency with QuickBooks or similar bookkeeping software
- Strong computer skills with a working knowledge of Microsoft Office applications (Word, Excel, Outlook, PowerPoint)
- Experience with Microsoft Access database software is a plus
- Ability to handle a wide variety of tasks and manage multiple tasks simultaneously with varying deadlines
If you are a proactive, detail-oriented professional with a strong background in operations and administration, we would love to hear from you.
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Meet The Recruiter
Kylie Stockton
Sr. Direct-Hire Recruiter
I am a National Direct Hire Recruiter at Burnett Specialists, where I recruit for Administrative, Legal, Sales, Marketing, and HR positions. If you are looking for a great career opportunity or have any staffing or placement needs, let's connect!
We are Texas’ largest employee-owned staffing & placement agency set apart by our award-winning and innovative services, outstanding staff tenure, multiple skill specializations, and diversity vendor status. Since 1974, we’ve matched thousands of talented and skilled job seekers with top employers across many different industries. We have teams ready and available to assist you from our office locations in Houston, The Woodlands, Austin, El Paso, San Antonio, and Dallas (where we operate as choice specialists).
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