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!
