About The Role

Our client is seeking a highly organized and proactive Operations Manager or Assistant to join their team in Plano, TX.

This full-time, on-site role is essential to ensuring the smooth day-to-day operations of the firm. The individual will be responsible for managing administrative functions, coordinating internal workflows, and supporting the investment team. The ideal candidate will be detail-oriented, resourceful, and comfortable working in a fast-paced, professional environment.

Key Responsibilities

• Oversee daily office operations to ensure efficiency and productivity
• Manage administrative duties including scheduling, document management, and internal communication
• Coordinate with different departments to support firm-wide initiatives
• Assist investment professionals with operational support and workflow management
• Maintain internal systems and ensure accurate recordkeeping
• Help streamline processes to improve overall organizational performance
• Handle confidential information with integrity and professionalism
  
  

Required Qualifications

• Active Series 65 license (mandatory)
• Proven experience in operations management or administrative support, preferably in financial services or investment management
• Strong organizational and multitasking abilities
• Excellent verbal and written communication skills
• High attention to detail and strong problem-solving capabilities
• Proficiency in Microsoft Office Suite; experience with financial software is a plus
• Bachelor's degree in Business Administration, Finance, or a related field