What are the responsibilities and job description for the Business Operations Specialist position at The Davis Financial Group?
Company Description
The Davis Financial Group provides comprehensive, values-based financial planning and wealth management services that combine data-driven insights with personal understanding, helping clients feel confident and in control of their financial futures. Through a personalized, concierge-style approach, the firm creates and maintains comprehensive plans that align with each client’s unique goals and values. By continually revisiting these strategies, The Davis Financial Group ensures that clients achieve their financial objectives while fostering confidence, clarity, and a lasting legacy.
Role Description
This is a full-time, on-site role located in Hadley, MA (with the potential for a hybrid/virtual arrangement as well) for a Business Operations Specialist supporting and optimizing an efficient flow of business to ensure key processes are managed and that the client experience is expeditious, pleasant and productive. The role involves collecting, organizing and distributing a range of information including confidential private data.
Critical processes for which the Business Operations Specialist is directly responsible include the following:
1. Client Relations
- Schedule calls, conferences or meetings among prospects, clients & professional staff.
- Support Planners’ process by coordinating with para-planners to ensure efficient onboarding of new planning and Investment clients, intake of initial materials and regular updates of statements & reports that support plan updates/revisions & renewals
2. Business Processing
- Gather and advance documentation associated with investment recommendation & illustrations; support smooth completion of investment implementation & funds transfers
- Provide resources, facilitate completion, collection, and processing of essential documentation supporting investment, insurance and financial planning recommendations to ensure and expedite implementation of decisions.
- Support processing and administration/intake & scheduling for Life Insurance, Long Term Care, Disability policies, etc.
Qualifications
- Highly organized, detail oriented; project management experience a plus
- Two years exposure to financial planning/advisory, wealth management, consulting, or customer service workplace and processes a plus
- Professional and friendly interpersonal skills
- Comfortable with math and light accounting
- Adept with Office applications and tools
- Ready and willing to learn
Subject to background check incl. FINRA NRF process review
The Davis Financial Group is an Equal Opportunity Employer