Operations Manager
Position Overview
The Operations Manager is an entry-level position based out of Conshohocken, PA responsible for supporting the firm’s administrative, marketing, and compliance functions across multiple business lines. This role requires you to be highly adaptable to changing needs, a proactive communicator, and naturally inclined to take on any responsibilities to help team members. This position is generally expected to staff hours core business hours from 8:30 am through 5:30 pm, Monday through Friday. Based on workload and seasonality, this role may occasionally require work outside of core business hours. A long-term career path can lead to operations specialization, management, or consulting as the firm grows.
Compensation
- Annual Salary: $50,000 - $80,000, Based on Relevant Experience
- 401(k) with a 5% Discretionary Profit Sharing Contribution
- 100% Employer-Paid Health Insurance, with Employer-Provided Health Savings Account (HSA) Contributions.
- Long-Term Disability Insurance
- Paid Holiday and Vacation Policy
- Continuing Education and Conference Allowance
- On-Site, Fully Renovated Fitness Center
Responsibilities
- Answer incoming calls, proactively attempting to assist them, direct them to the right department, or schedule them with the appropriate person.
- Manage company software subscriptions, vendor relationships, service agreements, and user accounts for new and current employees.
- Support partners with booking appointments, research, scheduling appointments, running errands, and gatekeeping time & priorities.
- Maintain accurate client records in Wealthbox, our CRM.
- Collaborate with outside marketing and compliance consultants and implement ongoing initiatives.
- Support our personalized high-touch client service approach by calling clients, sending unique gifts, and celebrating milestones.
- Pay vendor invoices and manage firm billing & A/R.
- Interface with custodial firms to complete basic client account paperwork, obtain information, and convey service requests.
- Plan and coordinate bi-weekly firmwide meetings, company events, workshops, and retreats.
- Provide administrative and operational support to all team members as needed.
Requirements
- High School Diploma, College Degree Highly Preferred
- 5+ Years of Relevant Work History
- Reliable team player with a “no task is beneath me” mentality.
- Strong organizational and communication skills
- High proficiency in office software and technology, including Microsoft Office Suite and Google Suite.
- Reliably work in-person in our Conshohocken, PA office.
About FD Financial
FD Financial is an independent, fee-only financial services firm serving dentists nationwide through our companies WealthFD, TaxFD, and MortgageFD. We serve as trusted Wealth Managers, Accountants, and CFOs known for the advanced strategies, personalized attention, and genuine care we bring to our clients' lives.
Instructions for Applying:
Please apply by emailing us at careers@fdfinancial.com with your resume attached in PDF format. The email should state the position you are applying for, why you are interested in the position, and why you are interested in joining our firm. Don't overthink it - these simple instructions are meant to show us your writing skills and ability to follow direction. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!