Operations Manager - Unlimited PTO & Retirement Match

Jag-Financial; Johnston (IA); On-site; USD 30,000 - 60,000; Full time

Benefits offered by this job

Unlimited PTO including holidays and生日

Volunteer Time Off

Health, dental, vision base package 致

Life insurance

Short term disability

Long term disability

Retirement match

Job summary

JAG Financial LLC in Des Moines, IA seeks an Operations Manager to oversee daily office operations and support efficient delivery of financial services. The role coordinates with financial advisors, manages paperwork workflows, onboarding, and document processing to ensure accuracy and timely client service.

You will improve operational procedures, monitor performance metrics, manage vendor relationships, and help ensure regulatory compliance.

Qualifications

• Experience managing office operations or administrative functions in a professional services or financial environment.
• Strong organizational and time-management skills, with the ability to prioritize multiple tasks and meet deadlines.
• Proficiency with office software, CRM systems, and document management tools; comfort learning new technology platforms.
• Excellent written and verbal communication skills, with attention to detail and accuracy in documentation.
• Knowledge of or interest in retirement, Social Security, and Medicare planning is beneficial.
• Demonstrated ability to lead and support teams, build collaborative working relationships, and resolve operational issues.
• Understanding of basic compliance and confidentiality requirements in a financial or advisory setting.
• Associate or Bachelor’s degree in business, finance, management, or a related field preferred, or equivalent experience.

Responsibilities

• Oversee daily office operations and support efficient delivery of financial services.
• Coordinate with financial advisors, maintain and improve operational procedures.
• Generate and process paperwork, monitor performance metrics, and ensure timely client onboarding.
• Manage vendor relationships and office resources; collaborate with leadership on planning.
• Contribute to process improvements that enhance client experience and operational efficiency.

Skills

Office operations management

Organizational skills

Communication skills

CRM systems

Documentation

Vendor management

Team leadership

Compliance knowledge

Education

Associate or Bachelor’s degree in business/finance/management

Tools

Document management tools

ERP systems

Job description

JAG Financial LLC in Des Moines, IA seeks an Operations Manager to oversee daily office operations and support efficient delivery of financial services. The role coordinates with financial advisors, manages paperwork workflows, onboarding, and document processing to ensure accuracy and timely client service.

You will improve operational procedures, monitor performance metrics, manage vendor relationships, and help ensure regulatory compliance.