Director Of Operations
Company: Busbee Wealth Strategies
Location: Cedar Rapids
Posted on: January 9, 2021
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Job Description:
Located in Cedar Rapids, IA, Busbee Wealth Strategies is owned
by Jeff Busbee, who has served his clients in financial and
retirement planning since 1984. With a renewed sense of vision,
Jeff reinvented his business in 2018 to more strategically help his
clients develop and implement lifestyle and legacy strategies in
order for them to have an abundant retirement and greater impact on
the people and causes they care about. Jeff cares deeply for his
team, knowing that their commitment will deliver a better outcome
for the clients, their families and communities in which they
serve. At Busbee Wealth Strategies, the team strives to
continuously grow and deliver superior results in order to provide
an impactful experience, all while being grateful, humble and
upbeat.POSITION OBJECTIVE:Busbee Wealth Strategies is searching for
a Director of Operations to act as the right hand to the President
in serving their client base. The Director of Operations will wear
many hats from maintaining a well functioning office to supporting
the President in client relations. This individual will be
responsible for everything related to office management, legal and
compliance, client nurture and support, and attracting prospects.
The Director of Operations will play a key role in this business by
being dedicated to its success. This leader must have the ability
to be forward thinking in growing the business, but most
importantly, this person must treat clients with respect, care, and
empathy. The ideal candidate will be a lifelong learner, who values
the success of others and drives them towards more abundant
lives.Job Requirements:--- Maintain an organized office
environment--- Oversee purchasing and benefits/human resource
requirements--- Work closely with solutions partners to ensure
accurate documentation and applications --- Execute marketing
systems; drip marketing and campaigns--- Plan and execute all
aspects of seminar/event planning and prospect follow-up--- Contact
and schedule prospect and client meetings--- Manage efficient work
flow--- Drive client onboarding process through completion---
Maintain database and tracking systems--- Nurture client and
prospect relationshipsCOMPETENCIES/SKILLS/EDUCATION/EXPERIENCE
NEEDED--- Bachelors Degree Required--- 5+ years of professional
office management or financial services experience--- Financial
plan creation and implementation and/or Redtail CRM experience is a
plus--- Positive and upbeat; people person--- Communicates and
presents professionally, articulate verbal and written
communication--- Lifelong learner; dedicated to personal and
professional growth --- Proactive, self-starter, organized---
Embodies company values of integrity, honesty, and empathy
Keywords: Busbee Wealth Strategies, Cedar Rapids , Director Of Operations, Executive , Cedar Rapids, Iowa
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