Position Overview

We are seeking a detail-oriented, proactive Operations Manager to support and enhance the daily operations of our growing firm. This individual will play a key role in streamlining workflows, managing client onboarding, assisting with compliance tasks, and supporting our financial advisors in delivering exceptional client service.

Key Responsibilities

Oversee and improve day-to-day office operations and workflow management

Manage new client onboarding process and maintain accurate client records

Assist with compliance documentation and reporting

Coordinate with vendors, custodians, and technology platforms

Maintain CRM data (Redtail) and reporting tools (Orion) — training provided if not already familiar

Support marketing and client communication efforts

Monitor and enhance internal procedures to ensure efficiency and regulatory compliance

Provide administrative support to advisors as needed

Minimum Qualifications

Currently in final year of completing or already hold a bachelor’s degree in Business Administration or a related field

Strong organizational skills and attention to detail

Ability to learn and master financial software (Redtail, Orion, Microsoft 365)

Excellent verbal and written communication skills

Proactive problem-solver with the ability to work independently

Demonstrated trustworthiness and ability to handle confidential information

Preferred Qualifications

Prior experience in a financial services, banking, or wealth management environment (not required but a plus)

Familiarity with CRM systems or financial planning software

Cortez Wealth Management

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Operations Manager