This listing was posted on Professional Diversity Network.
Family Office Services Operations Manager
Location:
Nashville, TN
Description:
Location : On site at location listed in job posting. Summary This position is responsible for a variety of functions related to the bill payment and document organization for affluent clients. Duties include: performing various accounts payable functions for clients with a bill pay contract through Family Office Services. Position will assist Financial Planners, Para Planner, Accountants and be responsible for managing the office and employees. This position requires you to be in the office daily. Key Responsibilities -The FOS Bill Pay & Operations Manager is a highly motivated self-starter willing to develop, implement and maintain operational systems that respond promptly and professionally to client customer service needs and oversees day-to-day bill payments with accurate and timely record keeping. Areas of focus include receive and organize incoming mail; pay client bills; troubleshoot issues and questions with client bill payments; file documents electronically; receive, organize, file and research receipts for accounting team. Accuracy and attention to detail is extremely important. - The FOS Bill Pay & Operations Manager will enter client data in Wealth Management System and BILL; work with Para Planner to onboard new bill pay clients; assist with annual compliance review and audit; back up for client birthday and anniversary cards, monitor and order office supplies as needed, and provide back-up for the Para Planner.- The FOS Bill Pay & Operations Manager will also support the department with other initiatives as determined by the Family Office Services Manager. Duties may include assignment of special projects, scanning, preparing spreadsheets, disseminating material and phone coverage. Qualifications Include :-Some college required and/or minimum of 3 years working experience in a related field. -Above average computer skills are required.-Prior management experience of 1-2 years-Excellent verbal communications -High level of accuracy and quality-Ability to work with little or no supervision and work as a team member.-Proficiency with PC based special applications, knowledge of QuickBooks and/or Bill.com a plus-Work under pressure and deadlines-Strong organizational and follow-up skills About Us First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match* Maternity and parental leave* Tuition reimbursement* Mentor program* 401(k) with 6% match* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Follow Us FacebookX formerly TwitterLinkedIn Instagram YouTubeEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)PDN-9b8b0b25-884e-42d0-8f3e-cbca5228c442
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to Professional Diversity Network
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Family Office Services Operations Manager
Family Office Services Operations Manager is a Executive Operations Manager Job at First Horizon National located in Nashville TN. Find other listings like Family Office Services Operations Manager by searching Oodle for Executive Operations Manager Jobs.
Family Office Services Operations Manager is a Executive Operations Manager Job at First Horizon National located in Nashville TN. Find other listings like Family Office Services Operations Manager by searching Oodle for Executive Operations Manager Jobs.