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Operations and Business Solutions Manager

Operations and Business Solutions Manager

The application deadline for this job posting has passed. Although you can still view the information no new applications for this job are currently being accepted.
Job Details
Reference
JOB14559
Employer
LVM Capital Management
Location
7840 Moorsbridge Rd.
Portage, MI 49024
Contact
Charles Prudhomme
cprudhomme@lvmcapital.com
Phone: 269-321-8125 x 233
Fax: 877-321-8126
Job Posted On
January 24, 2012
Application Deadline
April 24, 2012
Description
LVM is seeking a team-oriented individual with relevant experience to join our experienced LVM staff. The Operations and Business Solutions Manager will have day-to-day oversight responsibilities of outside business partners tracking and posting portfolio transactions and maintenance of portfolio groups. This position will provide support to the portfolio manager team, the financial planning team, and directly to clients. The ideal candidate will have “technical aptitude” for software and file sharing. Candidates with background or experience in streamlining business processes with automated solutions are a plus. Candidate will successfully complete the Advent Axys Training program including Advent tutorials and certifications in performance posting. Participation in Advent Users Group regional and national meetings is encouraged. Establishing collaboration and communication with Trading Manager, Office Manager and CSSI are vital to this position.
Required Skills / Responsibilities

Positive attitude and sincere willingness to constantly learn and grow

Strong organizational and computer skills

Direct attention to detail and organization

Effective communication with clients and other advisors/staff

Effective and efficient time management

Polite and clear phone manner

Ability to multi-task

Ability to adhere to rules and regulations as stated and required by advisor and SEC

Required Qualifications

Strong analytical skills with a focus on detail. Ability to handle multiple assignments, work within deadlines and produce accurate results

Strong interpersonal skills - must be able to work in a team environment, supervise tasks to completion, interface and communicate with clients and other professionals in a calm and professional manner

Proficiency and experience with Microsoft Office

Superior organizational skills with the ability to see the big picture then prioritize, monitor, and complete multiple tasks or projects, either independently or with a team

Strong written and verbal communications skills are a must

Ability to effectively relate to others.

Ability to function as a member of a team dedicated to quality customer service, the ability to stay focused under pressure and prioritize workload in order to manage time

Prior experience in investment, financial planning or related field is a plus

Education:

College degree or applicable experience