Job Description
Company Overview:
Garry Private Wealth Resources is a multi-generational family-owned financial advisory firm based in Sioux Falls, SD who specializes in wealth management, estate planning, retirement planning, and investment management. For more than half a century, we have had the great privilege of providing financial guidance to a very select group of families and businesses across the country. We form deeply personal relationships with our clients, helping to manage many aspects of their planning affairs, while aspiring to deliver what they seek most…complete and total clarity, confidence, and peace of mind. We are currently looking for a detail-oriented and highly organized Operations Manager to support our team and ensure smooth daily operations.
Position Overview:
The Financial Planning & Operations Manager will play a pivotal role in streamlining our operational processes, analyzing financial data, opening accounts, and processing client data. This position requires a keen analytical mindset, an understanding of the financial industry, an ability to learn new systems, desire to provide high level of service, and exceptional attention to detail. The operations manager will be responsible for running the operations meetings and maintaining operation excellence throughout the firm.