Boutique advice firm with a HNW client base. The role covers business operations, AFSL/compliance coordination, and team leadership.
The Role
The Operations Manager position is a specialist role primarily responsible for the operational efficiency and delivery of the client service and value proposition.
Leading a small team of client support staff, the Operations Manager will provide the administrative and operational experience to ensure an exceptional service to the advisory firms clients and referral partners.
Duties and Responsibilities