Financial Operations Manager
5 hours ago
At AFH Wealth Management, we're committed to delivering exceptional client experiences and driving business growth. As a key member of our Investments Operations Team, you'll play a vital role in ensuring seamless client interactions and efficient operations.
Key Responsibilities:
- Lead a high-performing team, fostering a culture of excellence and accountability through regular check-ins, goal setting, and performance monitoring.
- Oversee daily operations, including client account maintenance, cash position monitoring, and withdrawal processing, ensuring accuracy and timeliness.
- Collaborate with stakeholders to resolve issues, address client concerns, and provide exceptional service.
- Develop and implement process improvements, driving efficiency and productivity within the team.
- Stay up-to-date with industry developments, regulatory requirements, and best practices to maintain our position as a leading independent financial advisory and wealth management firm.
About AFH Wealth Management:
We're a dynamic, forward-thinking organization that values innovation, teamwork, and client-centricity. If you're passionate about delivering exceptional results and driving business growth, we'd love to hear from you.
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