Job description

About you

Are you seeking a vibrant environment that is dedicated to excellence? Are you looking for a challenge with lots of autonomy? Do you want to do well by doing good? Join the Opus Family! This position may lead to a “Director of Operations” role for the right applicant.

About Opus Wealth Management

Opus Wealth Management is a Dallas-based holistic financial services firm specializing in helping people with complex financial lives. Belpointe and its Family Office’s resources support our independent team, ensuring access to the most sophisticated strategies for the high-net-worth. Our planning-intensive approach is aimed to help individuals and families build wealth and secure their future, so they can live their lives with confidence. We are committed to acting as fiduciaries for our clients, providing proactive, courteous service that helps clients feel confident about their money. We are a purpose driven organization and we want our clients to have much success, to thrive and give back to their communities.

We pride ourselves on being transparent and communicating in a realistic, straightforward manner. We believe in educating our clients so they are able to make the best decisions for themselves, even if that means having difficult conversations. The team is led by the founder of Opus Wealth, Loic LeMener, who holds both the CFA® and the CFP® designations. Loic is dedicated to serving clients following one simple, but powerful golden rule: if we wouldn’t recommend it to our own family, we won’t recommend it to our clients! Our goal is to help our clients develop the discipline to help achieve their financial goals through hard work and straight talk.

As an added bonus to this position, we have “secret sauce” to our portfolios that would allow us to thrive in a downturn. Tough financial markets, even a crash, would very likely mean a period of robust growth for Opus.

Position Overview

Opus Wealth Management is seeking a full-time, long-term virtual operations associate. This role will primarily be responsible for providing administrative and financial planning support to Loic. The ideal candidate will be excited to wear multiple hats, be dependable and enjoy checking off checklists. Candidates that fit into our culture will possess a hard working, high follow through, and confident personality that thrives working independently. We work in a very transparent fashion; everyone on the team has access to emails, firm numbers and time spent on tasks. We are a team that believes in ethics and “white glove” client service.

Opportunity:

• This is a great opportunity for someone who is tech savvy, enjoys operations and back office work
• Gain valuable mentorship from an established CFA® and CFP® Professional
• Create a career that offers autonomy to excel in accordance with your strengths and skills
• Have the freedom to work independently with clear expectations
• Be involved in every aspect of the business from admin and operations to financial planning
• This position will help build and implement project management software for tasks and workflows

Responsibilities:

• Provide direct support to Loic
• Help codify and run a practice management “machine”
• Create and track client paperwork for custodian and private investments
• Help improve and manage our insurance workflows
• Create efficient and reliable processes
• Update internal tracking spreadsheets including our P&L and AUM
• Track money movement
• Provide support for processing client service needs
• Initiate and schedule client meetings
• Communicate with new and existing clients
• Provide calendar management

Qualifications:

• 2+ years of operations / client service experience in a RIA
• Excellent attention to detail and high follow through
• Excellent verbal and written communication skills
• Experience with Excel
• Well organized and self-driven (will be expected to self-manage and meet deadlines)
• Experience building workflows and tasks within software systems a plus
• Open to a long-term position and growth with the firm
• Ability to follow and meet clear expectations, favors direct communication
• Independent and resourceful in problem solving
• Committed to ongoing growth and education
• Background check required
• Preference given to candidates with a bachelor’s degree
• Preference for candidates with experience clearing through Fidelity
• Bonus points for:Experience with insurance

SIE and Series 6 licensure

Compensation & Perks:

• This will be a full-time W2 position
• $50K-$70K depending on experience
• 401k in place with a 3% employer contribution
• This position is virtual and offers maximum work/life blend flexibility

Next Steps:

• Along with your resume, include a short message in your cover letter telling us about yourself, why you’re a perfect fit for this position, and what the best piece of financial advice you’ve ever heard is.
• This job listing will remain active until the position has been filled.
• This application process is being handled by Team Simply Paraplanner. Please direct all applications and questions directly to Simply Paraplanner. Any applications received outside of Simply Paraplanner will not be considered. Please apply using this link: https://simplyparaplanner.com/job/opuswealthops/

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Employee discount
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• Industry: 1 year (Required)

Work Location: Remote

caravetterealestate.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caravetterealestate.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, caravetterealestate.com is the ideal place to find your next job.