Operations Manager

Job Description

The Operations Manager plays a critical role in supporting and implementing internal workflows, including team operations, technology, and financial management. This role requires exceptional detail orientation and problem-solving skills to enhance daily operations, working closely with the COO and CEO. The position offers personal flexibility, requiring a minimum of 32 hours per week, with the option to complete some tasks remotely.

Responsibilities

Operations & Workflow Management: Update the firm's standard operating procedures and ensure compliance among team members. Oversee daily office operations and manage administrative logistics for new hires and exiting employees.Meeting Leadership: Assist in facilitating internal meeting agendas and ensure follow-through.Quality Control: Regularly audit CRM data and team workflow performance to maintain data integrity and service standards.Financial Administration: Manage QuickBooks, including transaction matching and reconciliation. Coordinate monthly payroll and monitor team timesheets. Prepare 1099s/W2s and organize year-end tax documentation.Compliance & Legal Operations: Assist in preparing and submitting compliance filings, drafting annual ADV amendments, and managing U4/U5 filings and state-level registrations.Technology Operations: Lead new technology projects and serve as the first point of contact for team tech issues. Maintain IT asset list and ensure security protocols are followed.Client Service: Build and maintain relationships with clients, schedule meetings, set up new accounts, and manage ongoing maintenance of client accounts.

Essential Skills

Bachelor's Degree in any major and/or 2-3 years of experience in operations or back office, preferably in financial services.Familiarity with financial operations systems, preferably QuickBooks.Exceptional attention to detail and follow-through.Proven ability to complete and prioritize workflows, solve problems, and meet deadlines.Proficient in computer and software skills, with a preference for Google Workspace.Excellent communication, procedural writing, and collaboration skills.Financial aptitude with the ability to analyze and draw conclusions from financial data.

Additional Skills & Qualifications

Familiarity with RIA operations, regulators (SEC, FINRA), and vendors is preferred.Strong office administration, communication, and people skills.

Work Environment

The position offers a hybrid schedule with target hours of 32-40 per week, combining remote work and in-office presence. You will be in the office approximately three days per week, which may include partial days. During the probationary and training period, most hours will be conducted in the office to foster engagement and learning. The company fosters a faith-based environment and includes prayer during office hours. Employees enjoy the opportunity for growth and potential advancement to a Director of Operations role, alongside a good work-life balance.

Job Type & Location

This is a Permanent position based out of Franklin, TN.

Pay and Benefits

The pay range for this position is $31.25 - $38.46/hr.

Eligibility requirements apply to some benefits and may depend on your job\n classification and length of employment. Benefits are subject to change and may be\n subject to specific elections, plan, or program terms. If eligible, the benefits\n available for this temporary role may include the following:\n\n
• Medical, dental & vision\n
• Critical Illness, Accident, and Hospital\n
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available\n
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)\n
• Short and long-term disability\n
• Health Spending Account (HSA)\n
• Transportation benefits\n
• Employee Assistance Program\n
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Franklin,TN.

Application Deadline

This position is anticipated to close on Apr 10, 2026.

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\n\nAbout Aston Carter:\n

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

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The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

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