Operations Manager

Title:

Operations Manager

Location:

Overland Park, KS

Job

Description:

JOB SUMMARY

Creative Planning is a top tier wealth management firm that provides

investment management services and full comprehensive financial planning in-

house. Creative addresses all aspects of financial planning from estate

planning, tax strategy and risk management to retirement, education and

charitable planning - using all in-house specialists.

The Operations Manager's primary responsibility is to own the process of

quickly and accurately preparing all documents required to open and maintain

client accounts, with as little imposition on the client and advisor as possible

(for example, never asking for information we already have). Any issues that

occur along the way should be owned and handled by the OM and the client

and advisor should be informed along the way.

The Operations Manager partners with Wealth Managers and Financial

Planners in preparing and processing paperwork to open and maintain client

accounts. High performers handle high volume, complex work with a low error

rate and embody the Creative culture.

We do not accept resume submissions from third-party recruiters or

staffing agencies. Please contact our recruiting team directly.

JOB DUTIES

All duties must be performed from the Overland Park office.

Accurately prepares, processes and tracks paperwork for new and existing clients

Correctly process distributions to clients

Successfully prioritizes and juggles multiple tasks with competing priorities

Delivers quality customer service

Consistently display strong communication skills, both written and oral

Must remain calm under pressure, be a good listener and be able to make good business decisions considering impact to client and firm

Prepares, sends and manages online access information for clients

Researches and resolves account related issues in a timely manner

Acts as the liaison between Creative Planning and all custodians that we work with

Ensure compliance with all regulatory guidelines

Consistently meets or exceeds deadlines

Works well independently and within a team environment with minimal supervision

Exemplifies Creative Planning's culture and values

All other duties as assigned

REQUIRED EXPERIENCE/QUALIFICATIONS

Bachelor's degree

Prior experience in financial services field

TECHNICAL SKILLS

MS Office Windows experience