A well-established and rapidly growing financial services firm is seeking a highly organized and detail-oriented Operations Manager to join their Charleston, SC office. This individual will play a critical role in managing day-to-day operational tasks, supporting financial advisors, and ensuring smooth office operations. This is an excellent opportunity for a candidate who is passionate about back-office operations, thrives in a high-integrity, values-driven environment, and is looking for long-term career growth in the financial services industry. The ideal candidate will be highly organized, tech-savvy, and possess strong attention to detail with a positive, can-do attitude.

Operations Manager Responsibilities

• Process paperwork for account openings, money movements, and operational tasks
• Support financial advisors by managing follow-up work from client meetings
• Manage and streamline operational workflows to ensure accuracy and efficiency
• Coordinate and schedule events, travel, and meetings for advisors
• Handle administrative duties including document management and reporting
• Assist with account maintenance using financial systems such as Schwab
• Prepare for and support office opening logistics
• Participate in team meetings and contribute to a positive office culture
  
  

Operations Manager Requirements

• 3-5 years of experience in financial services operations
• Hands-on experience using Schwab as a custodian
• Strong technical proficiency; must be highly tech-savvy and quick to learn new systems
• Exceptional attention to detail and organizational skills
• Ability to work independently and manage multiple priorities effectively
• Strong communication skills and a team-player mentality
• Alignment with Christian values and a willingness to participate in a faith-centered workplace culture
• Experience with Tamarac, Orion, and Salesforce is a plus but not required
  
  

Benefits

• Competitive base salary plus bonus potential
• Comprehensive health benefits
• 401(k) with a generous company match
• Fantastic PTO
• Opportunity for significant career growth and potential leadership advancement as the company expands
• Collaborative, values-driven, and supportive workplace culture
  
  

Be part of a growing organization where your contributions will have a meaningful impact! Apply now!