The Jesse Scroggins Wealth Team is looking for a dedicated and strategic-minded Operations Coordinator to support their financial advisors in delivering exceptional client service and achieving long-term operational success. This role will focus on integrating strategic insights into financial planning and ensuring that our operations align with their team's vision and client objectives.

🔑 Key Responsibilities:

Strategic Financial Planning & Meeting Preparation

Collaborate with the wealth advisors to provide insights into investments, tax planning, and estate planning, helping clients align these areas with their long-term financial goals.
Manage pre-meeting and post-meeting preparations, including reviewing meeting notes, updating financial plans, and creating detailed agendas that reflect the broader client strategies.
Identify and track long-term business development opportunities, managing the client pipeline, and identifying areas for growth within the team.

Strategic Client Communication

Ensure that all client communications deliver clarity and consistency, reinforcing trust and alignment with their individualized financial goals.
Prepare strategic briefings for the lead advisor before and after client meetings, ensuring that discussions incorporate long-term objectives.

Operational Leadership

Coordinate meeting schedules and manage year-end financial planning tasks (such as Roth conversions and tax return reviews) to align with overall team objectives.
Enhance the onboarding process for new clients by implementing operational efficiencies and ensuring a seamless transition.
Maintain and enhance operational systems, including Calendly, Holistaplan, and various financial planning software applications.

Execution & Long-Term Coordination

Take ownership of strategic initiatives identified during client meetings, ensuring effective execution of tasks such as account setup, trading, and portfolio management.
Evaluate and continuously improve planning processes to address emerging challenges and drive operational excellence.

✅ Skillset Priorities:

Big-Picture Thinker: Ability to connect daily operations to the long-term strategic goals of the Jesse Scroggins Wealth Team, ensuring impactful outcomes for clients.
Operationally Strategic: Focus on developing and refining operational processes that enhance long-term effectiveness and growth within the team.
Decisive and Proactive: Willingness to make informed decisions to tackle complex challenges in financial planning and client service.
Communicative and Clear: Strong communication skills that foster trust and clarity, particularly in client interactions and in discussions with team members and external partners.
Motivated and Goal-Oriented: A results-driven mindset that emphasizes high standards of performance and execution throughout all responsibilities.

⬇️ Qualifications:

Experience in financial services, operations management, or a related field is preferred, but not required.
Strong analytical and organizational skills.
Excellent verbal and written communication abilities.
Familiarity with financial planning software and tools is a plus.

Become a vital part of the Jesse Scroggins Wealth Team, where your ability to bring structure, discipline, and strategy will enhance the success of our day-to-day operations and long-term client objectives!

Jesse Scroggins Wealth Team

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Jesse Scroggins Wealth Team | Operations Coordinator