Global IT Resources
Operations Manager
Global IT Resources, San Diego, California, United States, 92189
Job Responsibilities:
Client Services:
Working closely with our custodial bank, along with fellow team members, to onboard new client relationships; process new accounts and transfers. Workflow/Systems Optimization:
Collaborating with the Managing Director to ensure our growing Registered Investment Advisory firm maintains appropriate capacity and remains in compliance, taking ownership of all business and office operations. Compliance:
As chief compliance officer, responsibilities will include compliance oversight within SEC and FINRA requirements. Organization/Planning/Budgeting:
Overseeing day-to-day financials, including business forecasting. Human Resources:
Manage HR services, including employee benefits/relations and hiring. Technology:
Interfacing with our IT resource to manage the firm’s computer network and software to maximize the ongoing and future efficacy of these systems. Job Type:
Full-time Pay:
$115,000.00 - $130,000.00 per year Schedule: 8 hour shift Day shift Education: Bachelor's (Required) Experience: Management: 5 years (Required) Financial Services Industry: 5 years (Required) RIA: 1 year (Required) Salesforce CRM, Orion, Eclipse: 3 years (Required) Microsoft Office, and Quickbooks: 3 years (Required) Ability to Commute: San Diego, CA 92130 (Required) Ability to Relocate: San Diego, CA 92130: Relocate before starting work (Required) Work Location:
In person
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Client Services:
Working closely with our custodial bank, along with fellow team members, to onboard new client relationships; process new accounts and transfers. Workflow/Systems Optimization:
Collaborating with the Managing Director to ensure our growing Registered Investment Advisory firm maintains appropriate capacity and remains in compliance, taking ownership of all business and office operations. Compliance:
As chief compliance officer, responsibilities will include compliance oversight within SEC and FINRA requirements. Organization/Planning/Budgeting:
Overseeing day-to-day financials, including business forecasting. Human Resources:
Manage HR services, including employee benefits/relations and hiring. Technology:
Interfacing with our IT resource to manage the firm’s computer network and software to maximize the ongoing and future efficacy of these systems. Job Type:
Full-time Pay:
$115,000.00 - $130,000.00 per year Schedule: 8 hour shift Day shift Education: Bachelor's (Required) Experience: Management: 5 years (Required) Financial Services Industry: 5 years (Required) RIA: 1 year (Required) Salesforce CRM, Orion, Eclipse: 3 years (Required) Microsoft Office, and Quickbooks: 3 years (Required) Ability to Commute: San Diego, CA 92130 (Required) Ability to Relocate: San Diego, CA 92130: Relocate before starting work (Required) Work Location:
In person
#J-18808-Ljbffr