Jag Financial

Company Description JAG Financial LLC is a full-service financial firmdedicated to supporting clients’ long-term financial health. The companyspecializes in retirement planning as well as Social Security and Medicarestrategies, helping individuals make informed decisions about their future. JAGFinancial LLC offers personalized guidance to align financial plans with eachclient’s unique goals and circumstances. The firm values professionalism,integrity, and clear communication in all client interactions.

Role Description The Operations Manager is a full-time, on-site rolebased in Des Moines, IA, responsible for overseeing daily office operations andsupporting efficient delivery of financial services. This position managesworkflows, scheduling, and administrative processes to ensure timely clientonboarding, documentation, and follow-up. The Operations Manager willcoordinate with financial advisors, maintain and improve operationalprocedures, and help ensure regulatory and compliance requirements are met.Day-to-day tasks include managing the paperwork process: generating andprocessing paperwork, monitoring performance metrics, optimizing systems andtools, and contributing to process improvements that enhance client experienceand operational efficiency. The role also involves handling vendorrelationships, managing office resources, and collaborating with leadership onoperational planning. Grow with us! This role could develop into the VPOperations, SVP Operations and the COO position.

Qualifications

• Experience managing office operations or administrative functions in a professional services or financial environment.
• Strong organizational and time-management skills, with the ability to prioritize multiple tasks and meet deadlines.
• Proficiency with office software, CRM systems, and document management tools; comfort learning new technology platforms.
• Excellent written and verbal communication skills, with attention to detail and accuracy in documentation.
• Knowledge of or interest in retirement, Social Security, and Medicare planning is beneficial.
• Demonstrated ability to lead and support teams, build collaborative working relationships, and resolve operational issues.
• Understanding of basic compliance and confidentiality requirements in a financial or advisory setting.
• Associate or Bachelor’s degree in business, finance, management, or a related field preferred, or equivalent experience.

Pay Package

Salary $30,000-$60,000 based on experience

Quarterly bonus based on company revenue

Unlimited Paid Time Off including 12 federal holidays and your birthday

40 Hours Volunteer Time Off annually

Health, dental, vision base package 100% paid for

Life insurance, short term disability, long term disability

Retirement match