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Operations Manager

WestPoint Financial Group
Indianapolis, IN
  • Expired: January 04, 2023. Applications are no longer accepted.

This position is being offered by Gordon F. Homes and will be a direct employee of the advisor.  WestPoint Financial Group is assisting with sourcing of this position.

Gordon Homes has spent over 35 years providing financial planning services to his clients, emphasizing comprehensive planning in partnership with non-profit organizations and within the special needs space.  Gordon is distinguished as holding particular knowledge of federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as other financial considerations for providing quality lifetime care to those with special needs.

Gordon is frequently engaged as a speaker at parent support group meetings and state conferences with 60-80 speaking engagements per year, and he is nationally recognized in the area of special needs planning.

Gordon is currently seeking an Operations Manager to join his very busy office.  The ideal candidate will work alongside Gordon and his existing team to collaboratively meet clients’ needs by guiding clients into an understanding of their objectives and helping to create the roadmap to the desired destination.

This role is an exempt position, occasionally exceeding 40 hours/week when attending non-profit special needs events or conferences.

The ideal candidate will exhibit high ethical standards, demonstrate excellent attention to detail and accountability, exhibit strong organizational and multi-tasking abilities, and will be personable – providing excellent client support and service.

 

Responsibilities include, but are not limited to:

Supporting the Complete Sales Cycle

  • Prepare client files for meetings
  • Aid in establishing investment accounts
  • Ensure policy reports and requirements are ordered and received in a timely manner
  • Provide prompt and professional communication with clients
  • Provide proactive case management

Administrative Support

  • Answer and screen telephone calls
  • Schedule and maintain appointment calendar and clarify conflicts
  • Act as liaison between financial planner and clients
  • Prepare correspondence to clients (to include letters, business plan, servicing requests)
  • Service existing investment accounts and insurance policies
  • Act independently to obtain home office assistance or that of other administrative staff as needed
  • Update marketing and presentation materials, as well as update the team website
  • Other duties as assigned

Qualifications:

  • Proficient use of computers and Microsoft Office
  • Adept with technology and demonstrates the ability to quickly learn and master new technology
  • Strong interpersonal communication skills
  • Strong organizational and multi-tasking abilities
  • Strong attention to detail
  • Excellent telephone skills
  • Bachelor’s degree, preferred
  • Industry experience, preferred
  • A strong desire to work in the financial services industry or to help those in the special needs community, preferred

Benefits:

  • Medical, Dental
  • Group Life Insurance and STD/LTD
  • Paid Time Off/Sick and Paid Holidays
  • 401k with Match

WestPoint Financial Group

Address

Indianapolis, IN
46262 USA

Industry

Business