Sycamore Financial Planning, LLC Operations Manager Charlotte, NC · Full time

The Operations Manager is responsible for providing operational support to the firm including but not limited to daily workflow, financial, human resources, regulatory compliance, and facilities support.

Description

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Requirements

EDUCATION & EXPERIENCE

Must possess a bachelor’s degree in business or related field of study.

Five years of operations management experience with a preference for three of these years in a financial services firm.

LANGUAGE SKILLS

Read and understand various business documents and communications, including but not limited to safety procedures, company policies, and standard operating procedures.

Write routine reports and business correspondence.

Read and review financial documents and materials.

APPROACH TO JOB

Friendly, confident, sincere approach to interpersonal relationships with high emotional intelligence.

Demonstrated experience with financial services privacy regulations and obligations.

Ability to balance and shift between detailed work, team leadership, & big picture focus.

Ability to work with others in a team environment.

Commitment to Sycamore’s core values and mission.

Ability to perform repetitive tasks while maintaining speed of work and attention to detail without loss to production.

COMPUTER SKILLS

Demonstrated experience using Microsoft Word, Excel, and Outlook.

Knowledge of client relationship management (CRM) software.

Enter data into computer using software applications for data entry and word processing.

Work and be proficient with e-mail systems.

MATHEMATICAL SKILLS

Apply concepts such as fractions, percentages, ratios, and proportions to practical solutions.

PHYSICAL DEMANDS

The employee must occasionally lift and/or move up to 15 pounds.

Specific vision abilities required by this job include close vision and ability to adjust focus.