Supervisor of Operations

Principal Accountabilities:

• Manage Receptionists and front desk support personnel and functions.
• Assists in developing Office processes and procedures to enhance office effectiveness and efficiencies.
• Oversees Interns and part-time, part-time temporary personnel.
• Oversees facilities, vendor contracts, relationships, Office lease, phone system, Office services, equipment and supplies purchases and maintenance.
• Maintains office machines and technology including troubleshooting of phones, internet, routers, copiers, and printers.
• Oversees processes for Office account payables.
• Organizes the Office in a manner that maximizes efficiencies of workflow and quality of service and serves as the “coordinating point” for office-wide issues, policies, etc.

• Maintains/ manages MD’s calendars, scheduling appointments and conferences with due consideration to time available. Assists in planning office functions and works on various office committees as requested. Composes and/or edits correspondence with speed and accuracy and in keeping with the highest business standards. Receives and reviews incoming mail, screens items which can be handled personally and forwards the rest to the MD.
• Responsible for making travel and lodging accommodations and providing a travel schedule including a trip folder to the MD.
• Oversees office reporting, reconciliations reports, develops and tracks reports to capture office information.
• Prepares expense reports on a monthly basis. Prepares meeting agendas and captures office meeting notes and action items.
• Compiles management reports for historical and projection purposes.
• Assists in ministry and Centers of Influence organization and coordination.
• Performs all other related duties as assigned or directed by the MD.

• Leads team in a manner that is consistent with Company’s Management Language, leadership principles and values.
• Demonstrates teach-ability by implementing a continuous learning cycle for self in gaining knowledge and skills related to client service, financial measures, people development, and the leadership of people.
• Understands and supports the financial planning philosophy and biblical basis upon which Ronald Blue Trust serves its client base.
• Actively integrates biblical principles in daily behavior, exhibiting unremitting integrity and strong moral character and models the commitment to further the office and firm-wide goals, mission and vision to Office personnel.
• Demonstrates maturity in interpersonal interactions, is open, adaptable and capable of following.
• Offers unique, useable insight and experience to the Company’s “Best Practices” knowledge management system so the organization to profits from personal and professional learning on relevant topics for the work of the company.
• Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values.
• Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry’s regulatory standards to mitigate risk to the company.

• Plans and executes exceptional client events and internal events for their office.
• Functions as the contact for office sponsorship endeavors and involvement.
• Creates local office news emails to inform clients of office growth and activities.
• Acts as the liaison with the National Office Branding and Communications department.
• Coordinates Office-wide communication, meetings, events and activities.
• Coordinates various activities with the National Office

Qualifications:

• Demonstrated ability to positively influence all levels of personnel through excellent people and problem-solving skills.
• Desire and ability to learn and grow in a dynamic, flexible and often demanding professional environment.
• Excellent communication skills, both verbally and in writing.
• Excellent interpersonal, client service and hospitality skills.
• Strong attention to detail.
• Intermediate to advanced MS Excel skills.
• Personal integrity and the ability to discreetly handle confidential data.
• Aptitude for, and enjoyment of, serving others with excellence.
• Strong organizational, general office and administration skills.
• Demonstrated excellent computer literacy/ skills and knowledge of specialized office programs, including proficiency with Microsoft Office products, specifically Microsoft Excel, Word and PowerPoint.
• Capability to excel in a team environment as well as working independently.
• Basic math competency.
• Ability to maintain a professional demeanor in a professional service-oriented environment.
• Comfortable working in a fast-paced environment that requires flexibility and responsiveness.
• Proven research, correspondence, and problem-solving skills.
• Ability to make independent judgments and see the 'big picture' surrounding responsibilities and tasks.
• Strong interpersonal skills including tact, diplomacy, and flexibility to work effectively with all levels of employees.
• Strong organization skills and systems acumen.
• Adept at prioritization with ability to complete multiple time-sensitive tasks.

Education, Experience & Skills:

• Bachelor’s degree in a business-related field is preferred.
• Minimum of three (3) years' experience In a highly responsible administrative support or customer service role for a financial, investment, banking or accounting company strongly preferred.