Operations Manager- Private Wealth Management Firm

Aveo Capital – Greenwood Village, CO – Private Wealth Management firm located in Greenwood Village seeks a highly energized, personable and confident individual who will thrive in a busy, professional environment to serve as an Operations Manager. The candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new processes and procedures, and computer savvy. Superior telephone, interpersonal and computer skills are essential. KEY RESPONSIBILITIES Collect and analyze information… manner Responsible for maintaining process workflows and ensure client data is up to date and accurate Assist with various projects as appropriate, and provide cross-coverage assistance within the organization while others are out SKILLS AND QUALIFICATIONS: Strong analytical and organizational skills Knowledge of industry-related software such as MoneyGuidePro, Salesforce, Orion, etc. Proven organizational and project management skills A minimum of three to five years of experience in…

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