Job Opportunty!
Company Description:
Eileen M. Burkhart & Co., LLC is a comprehensive
financial planning and investment advisory firm located at 2485 Fairmount
Blvd., Suite E in Cleveland Heights, Ohio. Providing personalized financial consulting to individuals
for more than twenty years, our services encompass education planning,
investment management*, retirement and estate planning. We combine experience and expertise to provide the highest
level of customized service to our clients.
* Securities and Advisory
Services Offered Through Commonwealth Financial Network, Member FINRA, SIPC, a
Registered Investment Advisor
Job Description:
Eileen M. Burkhart & Co., LLC has an exciting career
opportunity for an experienced and accomplished financial planning and
investment advisory services professional. We are seeking a highly motivated individual with a passion
for providing outstanding service to clients to fulfill a major role in our office. Must have supervisory experience, strong
leadership skills, and thrive on working collaboratively with a team of
professionals.
This position oversees all aspects of the office, including
the management of all operational tasks and the supervision of other employees.
The incumbent will design and implement operational systems to streamline
operations and maximize revenue interests. Additionally, the role ensures the
accuracy of transactions, oversees account maintenance, acts as a liaison with
the broker/dealer, as needed, and ensures compliance with all relevant
government regulations.
Responsibilities:
1.
Measure and ensure the effectiveness of all internal
and external processes. Provide timely, accurate, and complete reports on firm
operations
2.
Review work methods and procedures for possible quality
improvements and efficiencies, and implement them when appropriate
3.
Develop, communicate, and implement effective
processes, including growth strategies, work flow initiatives, and improvements
in the client experience
4.
Oversee all areas of compliance
5.
Collaborate with CEO/owner regarding the operational
infrastructure of systems, processes, compliance, and personnel
6.
Manage, assign, complete and/or delegate work and
provide feedback to support staff
7.
Act as a technical resource; provide training and support
to other staff
8.
Motivate and lead a high-performance team by
attracting, recruiting, and retaining staff
9.
Provide mentoring and guidance to assist staff with
their development and by emulating the firm's mission/vision
10. Set
up and maintain CRM system to ensure accuracy and to maximize effectiveness of
the data
11. Manage
and resolve client service problems
12. Regularly
update an office procedures manual
13. Other
duties, as required
Requirements:
·
BS/BA in Finance, Economics, or Business
Administration
·
Securities registrations: Series 7 and 63
·
5-7 years' experience in the financial services
industry
·
Detail-oriented; strong math, decision-making,
and analytical skills
·
Strong technical skills, including PC, Internet,
and software skills
·
Superior interpersonal, oral, and written
communications skills
·
Experience with and the ability to supervise
others
·
Ability to effectively convey complex objectives
into discrete steps and tasks to facilitate successful implementation
Please e-mail resume, references and cover letter to:
MaryB@eburkhart.com
