Operations Manager

Who are you?

· You take care watching the details.

· You are not afraid to ask for help.

· You are task oriented and will hold others accountable.

· You run a tight ship and never miss a deadline.

· You are curious and keen to get to the bottom of any problem.

What will you do?

As Operations and Compliance Analyst, you will keep our business running so that the advisors and investment staff can focus on client needs. You will make sure that bills get paid, office supplies are stocked, checkboxes get checked and the internal projects stay on schedule.

You will be well supported in your role. All your tasks will either be well documented when you arrive, or you will help us document them. These tasks include:

· Bookkeeping (QBO, payroll)

· Business compliance (regulatory filings, interface with accountants)

· Internal tasks (bill pay, check mail, stock office supplies)

· Monitor internal projects

What does your career look like?

This role is focused on internal operations and has minimal client interaction. Growth in your career means more autonomy and decision-making responsibility. For the right person with the right experience, this role would involve supervising employees focused on internal processes.

Who are we?

New Perspectives is an investment and financial planning firm that works with nearly 400 client households. We manage investment portfolios and dive deep into client’s financial lives to grow their wealth and give them the confidence they need in their financial situation.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave

Schedule:

• Monday to Friday

Ability to Relocate:

• Ridgeland, MS 39157: Relocate before starting work (Required)

Work Location: Hybrid remote in Ridgeland, MS 39157