Director Of Operations

113 County Road 1041, Silverthorne, 80497 | 10/03/2018 | Ad id: 8-0000317014

Director Of Operations Affinity Wealth Management Silverthorne/Dillon/Frisco area preferred. Krista (970) 668-8448

We are seeking a Director of Operations.  The optimal candidate will be detail oriented but also able to see the big picture.  Good time management and organizational skills are critical.  The person that we seek will be proficient in Microsoft Excel, Word and Adobe PDF.  He or she will be able to troubleshoot software problems with tech support.  
Responsibilities include support for two financial advisors; scheduling with Microsoft Outlook, updating and monitoring Redtail CRM system, learning key aspects of the industry to assist in compliance, answering phones, greeting clients and meeting preparation, preparing paperwork for clients, monitoring and reporting completed and outstanding assignments, other tasks as needed like running to the bank and ordering supplies.  A few days of training in Denver will be required. Benefits include mileage reimbursement, 401(K) participation, paid holidays, vacation benefits.  Pay will range from $17 per hour to $25 per hour depending on industry experience. A person who can work part-time would also be considered (if you need flexibility in your schedule).  marketing, technology, or business background is a plus. We are excited to find the right person to join our team! Affinity Wealth Management Silverthorne area preferred. Krista (970) 668-8448