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We’re looking for a very special “package of talents”
- An unparalleled “attention to detail”
- An administrative professional who exudes confidence
- An individual who not only multi-tasks but who is energized by multi-tasking
- A natural organizer
- A professional in demeanor who is adept at working with affluent clients, the attorneys and CPA’s who serve them, and seeks to exceed client expectations in the service delivered
About Us
Zeigler Financial is a financial advisory firm, located in Wilmington, Ohio, that specializes in wealth management for affluent individuals and business owners. Our team is professional, friendly, respectful, and collaborative. We focus on leading our clients to make wise financial decisions so they live more meaningful lives. Anchored by our core values of Service, Wisdom, and Integrity, we strive each day to guide with personalized attention, caring counsel, and proactive communication. The role of the Business Operations Director is to provide planning and implementation support to the Advisor(s) in the practice and to deliver exceptional, efficient, professional service to our clients.
Responsibilities
- Assist Senior Financial Advisor with financial planning strategies, implementation, and reviews for clients
- Manage financial planning software and applications within the practice
- Run investment proposals and insurance illustrations for new and existing clients
- Direct and carry out the new business processes within the practice (account opening, transfers, underwriting)
- Assist in answering incoming calls, processing client service requests, and following up with clients and service centers to ensure all paperwork and requests are processed
- Oversee the compliance regulations within the practice
- Use the firm’s CRM software and other applications to document activities, generate reports, and maintain the office systems manual
- Support Senior Financial Advisor with their task lists and facilitate task prioritization and completion
- This is a full-time in-office position located at the office address listed
Required Qualifications
- Uncanny attention to detail and accuracy
- Extraordinary client service attitude
- 3+ years of administrative/professional experience
- Superb organizational ability – structured to create and follow systems
- Strong Microsoft Office skills (outlook, excel, word, ect.)
- Ability to learn other software and application tools quickly
- Self-directed and resourceful
- Ability to prioritize projects and follow through on projects independently o Excellent interpersonal and phone skills
- Bachelor Degree
Preferred
- Experience and knowledge of the financial services industry’s rules and regulations o
- Licenses – Series 7, Series 66, and Ohio Accident & Health, Life, Variable
Compensation
- Competitive salary commensurate with experience and qualifications
- Paid vacation, holidays, sick time, and retirement bonus program
Job Type: Full-time
Pay: $45,000.00 – $80,000.00 per year
Benefits:
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
- Monday to Friday
Education:
- Bachelor’s (Preferred)
Experience:
- administrative/professional: 3 years (Required)
- financial services industry’s rules and regulations: 1 year (Preferred)
Work Location: One location
