Director of Operations - Kahler Financial Group, Inc

May '23 (edited) in Job Postings

The Opportunity:

We are seeking a Director of Operations with excellent time management skills and the ability to work autonomously. Our small office will require the candidate to manage the day-to-day, non-client facing operations of the practice. This position will require experience in the operations and IT management, accounting, human resources, and investment administration. Taking ownership of these operations roles is critical to the success of this employee. You will work collaboratively with the operations staff and are responsible for establishing or contributing ideas for department processes, procedures, and protocols. You MUST have meaningful experience in RIA operations with a fee-only RIA firm. The position is part- or full-time and while we would give preference to someone who will relocate to the Black Hills area of South Dakota, we would consider a virtual employee.

Responsibilities:

Maintaining company accounting records
Providing clients with accurate and timely accounting and financial support
Making routine SEC audits easy, efficient, and non-eventful
Researching, administering, and maintaining company benefit plans
Getting financial processes under control and keeping them there.
Making software conversions seamless
Procuring great software to make the functioning of team members’ roles optimal
Streamlining company operations for efficiency
Understanding everything about our trading and rebalancing software
Assuring new team members are successfully onboarded
Keeping document storage easy, efficient
Keeping client assets held outside of our primary custodians in balance and with the best managers.
Manage / integrate / operate Trading, IT, Operations and Client Support functions, computer systems, VOIP systems and various cloud-based tech.
Design, develop, implement, and coordinate systems, policies, and procedures
Work with our IT vendor to ensure security of data, network access and backup systems

Our Platform:

We are looking for someone with experience specifically with the following tech solutions:

Advisor Engine/Junxure Cloud
Orion (especially "Eclipse")
eMoney
NetDocs
Custodian – Charles Schwab
Quickbooks

Qualifications:

Bachelor’s degree in finance, accounting, business management.
Minimum of five years of experience in office operations or business management in a small business with a high preference for experience in fee-only financial planning practice.
Proficiency with spreadsheet applications, data manipulation, database applications
Above average communication and people relationships skills, both in writing and person to person
Proficiency with Microsoft applications, advanced skills with Excel.
Experience with QuickBooks is preferred.
Drawn to Holacracy, a non-hierarchal organizational operating system
Embraces Non-Violent Communication, GTD (Getting Things Done) system, and self-development

Benefits:

401K plan and profit-sharing plan
Potential for a flexible work schedule. Full or part time.
Hybrid work arrangements available
Personal development allowance
Technology and fitness allowance
Full-time equivalent salary range is between $100,000 and $140,000.

No phone calls please. If interested, please send a PDF of your cover letter and resume to resumes@kahlerfinancial.com.

We are an equal opportunity employer. Selected candidate may be required to pass a drug test and background check and may be asked to complete personality and/or competency tests.

3 comments