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WF
Waterstone Financial
Operations Manager
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Based on Florida data
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What they do
An Operations Manager manages operations for a specific area within a company or organization. Supervises staff, oversees quality control, process improvement, and budget management for daily work activities. Has significant authority within their area of responsibility such as hiring, training, and managing staff.
$92,738 / year median in Florida
+11% projected growth
Job Description
Operations Manager Waterstone Financial Fort Myers, FL Job Details Full-time $60,000 - $65,000 a year 1 day ago Benefits 401(k) Paid time off Parental leave 401(k) matching Retirement plan Qualifications Customer communication Teamwork Writing skills Bachelor's degree Continuous improvement Attention to detail Full Job Description Job Overview Waterstone Financial Advisory is a small, fast-paced, family-focused financial advisory firm seeking an experienced, detail-oriented Operations Manager to lead the day-to-day operations of our growing firm. We're a close-knit team, and this is a high-impact role for someone who flourishes in a boutique environment: someone who thrives on structure, enjoys solving problems, and takes pride in delivering exceptional client experience. You'll work closely with firm leadership to keep operations running smoothly, support our team, and ensure every client interaction reflects the level of service our clients expect. What You'll Do Oversee the firm's day-to-day operations Help write and improve our internal best practices Manage the opening of new client accounts and gather required client information Handle client servicing needs such as withdrawals, transfers, and bank account linking Manage and prioritize tasks and communications in our CRM Support tax season logistics, including organizing client documents and entering data in Drake Coordinate firm projects, including assigning work, tracking status, and ensuring timely completion Maintain organized, up-to-date client and office files Act as a point of contact for complex client service requests and help improve how we deliver service What Success Looks Like Smooth, efficient day-to-day operations that free up firm leadership to focus on clients and growth A team environment defined by collaboration, timeliness, and a positive attitude Client experiences that consistently reflect the firm's values and standard of excellence What We're Looking For Comfortable navigating Excel and other core business tools Highly organized, with strong attention to detail A clear, confident communicator, in writing and in person A self-starter who takes ownership and runs with things Bachelor's degree Comfortable working alongside a team, in-office, day to day Tech-savvy, with solid everyday computer skills across common office and productivity tools A positive attitude and genuine enthusiasm for the work If you're looking for a close-knit team where your work is seen and truly matters, we'd love to hear from you. Waterstone Financial Advisory is an independent, SEC-registered financial advisory firm.