Operations Coordinator at Jesse Scroggins Wealth Team

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!