About us

Coastline Wealth Management, a wealth management firm in Port Jefferson, NY, believes our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Coastline is currently looking to hire a Wealth Management Operations Manager to join our team and lead our administrative staff, create operational efficiencies and support firm leadership.

We are looking for an experienced Wealth Management Operations Manager to join our team and oversee the daily operations of our organization. The ideal candidate will have a strong background in business operations and management, as well as a proven track record of success in managing Wealth Management Service Teams. The Operations Manager will be responsible for developing and executing strategies to improve operational efficiency, ensuring compliance with all applicable regulations, managing the day-to-day operations of the organization, and serves as a Senior Client Service Specialist to firm leaders.

Responsibilities:

· Manages all Client Service Specialists

· Hires and develops Client Service Specialists as needed and improves their performance and training

· Manages administrative assistants and the firm’s receptionist

· Coordinates and manages the workload of the administrative and support staff

· Oversees HR administration functions, including benefits, vacation time and compliance

· Manages vendor relationships that pertain to the office and infrastructure, including IT vendors

· Ensures all office supplies are replenished

· Manages the firm’s physical space and works with the landlord on space-related projects

· Works with external accountants and internal bookkeepers to ensure the proper maintenance of the firm’s financial records

· Ensures the proper and timely billing of clients

· Serves as project manager on large projects that pertain to the firm’s space or administrative functions

· Participates in business planning meetings representing the administrative and support functions in the firm

· Serves as Senior Client Service Specialist to firm leaders

Job Type: Full-time

Pay: $80,000.00 - $105,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Port Jefferson, NY 11777: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• SIE, Series 7 and Series 66 license (Preferred)

Work Location: In person

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