Operations Supervisor
State College, PAFull-time$50K/yrSeen todaySeen in employer's feed today
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Job overview
The HR Office, Inc.’s client is seeking a full-time Operations Supervisor for its financial operations team. The role supports colleagues and financial advisors, interacts with clients, and guides team members while managing operational priorities. Candidates need CRM and Microsoft 365 proficiency, strong communication and problem-solving abilities, and SIE and Series 7 licenses or the ability to obtain them within 120 days. A related bachelor’s degree is preferred.
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Full job description
Operations Supervisor - 108373 Do you have operations experience in the financial industry? Our client is seeking an Operations Supervisor to join their professional and growing team. The ideal candidate will be a strong communicator who is empathetic, detail-oriented, and enjoys problem-solving in a fast-paced environment. Schedule: Full-time Pay: $50,000+ annually (based on experience) Type: Direct Hire with Benefits Key Responsibilities: 1. Support colleagues with internal communication systems and day-to-day operational needs. 2. Interact with clients daily by phone, in person, and through virtual channels. 3. Assist financial advisors with accurate documentation, reporting, and CRM record maintenance. 4. Participate in ongoing training and professional development opportunities. 5. Work independently while guiding team members and prioritizing tasks to meet business goals. 6. Maintain knowledge of company policies, procedures, and strategic initiatives. 7. Apply understanding of office operations, investment concepts, financial markets, and industry regulations. 8. Deliver calm, professional, high-level customer service. Qualifications: 1. Proficiency in CRM systems and Microsoft 365 (Excel, Word, Outlook). 2. Ability to manage multiple priorities in a fast-paced environment while meeting deadlines. 3. Strong follow-up skills with the ability to proactively ensure task completion. 4. Excellent problem-solving, analytical, and decision-making skills. 5. Professional verbal and written communication skills with all levels of staff and clients. 6. SIE License required (or ability to obtain within 120 days). 7. Series 7 License required (or ability to obtain within 120 days). 8. Bachelor's Degree in Accounting, Business Administration, Finance, or related field preferred. Join a dynamic financial operations team where your leadership, insight, and commitment to excellence will make a real impact. Submit your resume today or call The HR Office, Inc. at 814-238-3750 to be considered for this exciting opportunity.
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