Operations Manager

## Operations Manager Apply locations:
Bloomington, Minnesota - United Statestime type:
Full time posted on:
Posted Todayjob requisition :
R-0011923
** Job Description
**** Job Summary
** McNellis & Asato, Ltd. is seeking an Operations Manager to manage the overall operational efficiency of the branch office. The ideal candidate has industry experience and is proficient in front- and back-office operations. Additionally, the Operations Manager will direct day-to-day operational functions of the office, run project management, ensure compliance with firm and regulatory policies and procedures, and have a strong affinity for organization and process in a professional, discreet, and team-oriented environment.

At McNellis & Asato, associates are guided by the “7 C’s”:
Curiosity, Communication, Collaboration, Compassion, Competency, Commitment, and Courtesy.

If this resonates with you, then look no further. Apply today.
** Essential Duties and Responsibilities
*** Performs all operational functions as required by workloads and absences.
* Assists Branch Owner with confidential matters such as compliance visits.
* Assists Branch Owner with controlling expenses and operating at peak efficiencies.
* Researches and resolves complex problems relating to client accounts and inquiries.
* Assists Branch Owner in running regular branch meetings.
* Recruits, selects, orients, trains, and supervises branch operations associates.
* Conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
* Reviews daily work of operations associates.
* Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
* Ensures daily staffing levels, office schedules, and cross-training is adequate.
* Coordinates registrations, continuing education, licensing, etc. of branch personnel.
* Manages branch marketing and client events
* Performs other duties and responsibilities as assigned.
** Knowledge, Skills, and Abilities
**** Knowledge of
*** Company policies and procedures and industry rules and regulations
* Investment concepts, practices and procedures used in the securities industry
* Financial markets and products
* Human resource management principles and practices
* Microsoft Office
** Skill in
*** Project management
* Organization* Leadership
* Time management
* Compliance
* * Ability to
*** Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
* Handle conversations with discretion and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a service attitude.
* Display professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment.
* Employ good analytical skills to be able to research account information and resolve problems.
* Establish and communicate clear directions and priorities.
* Utilize good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel.
* Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.
* Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
* Work independently, under minimal supervision.
** Licenses/

Certifications:

** SIE, Series 7, 66, 9/10
* OR* ability to obtain within stated period
*
* Education:

** Bachelor’s degree preferred
*
* E…