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Employment Opportunities

Interested in joining our growing team of professionals?  We are looking for top professionals who take pride in extraordinary client service.  If this describes you, please submit your resume and cover letter to Deborah Davis-Steinberg: [email protected]


Director of Operations, Financial Services Division in Sedona, AZ

Description
The Director of Operations plays a crucial role in the smooth functioning of the financial office. With overall responsibility for day-to-day operations, the Director must be able to work effectively with other staff members, clients, and the Wealth Advisor(s). Helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner in our Sedona, AZ location.

 

Responsibilities & Activities

  • Communicates, implements, and ensures the processes of:
    • New accounts.
    • Account transfers.
    • New contributions and redemptions.
    • Beneficiary changes.
  • Sends update meeting letters.
  • Develops and Implements Marketing Strategies
  • Handles miscellaneous operational activities.
  • Develops and maintains written systems of all activities.
  • Develops and maintains written documentation (systems) of all activities.
  • Manages the client servicing and operational associates. Oversees the hiring, training, management, and development of these individuals.
  • Performs other duties as assigned.

 

Knowledge, Skills, & Abilities

  • Requires:
    • Excellent attitude and an extraordinary client service orientation
    • Interest in and knowledge of financial markets and investment securities
    • Excellent organizational and time management skills
    • Ability to handle multiple tasks and operate within tight deadlines
    • Proficiency in CRM programs preferably RedTail
    • Strong analytical and research skills
    • Strong verbal, written, presentation, and interpersonal communication skills


  •  At least three years of experience in a financial services firm assisting with day-to-day operations.
  •  Prior management experience and a strong track record of leading and developing individuals.
  •  A bachelor’s degree is preferred.
  •  Attendance is an essential function.
  •  Salary is commensurate with experience.
  •  FINRA Series 7, 63, 65 or 66 Life and Health is a plus


Tax Preparer: CPA or EA Preferred

Seeking experienced tax preparers for our Scottsdale and Sedona, AZ offices.  We are franchise offices of H&R Block, and we have built a team of highly experienced tax professionals. We have positions open for tax preparers with at lease 5 years experience in paid tax preparation. Must be able to complete complex, personal tax returns.  Experience with small business tax returns for partnerships and S corps is a plus.  CPA or EA preferred but not required.

Full-time and part-time seasonal positions available with flexible hours. Excellent opportunity for anyone with tax preparation experience, whether you want to work during school hours, or in the evenings and weekends to supplement your income. Perfect seasonal work for retirees or part time residents.

Join our friendly, local team and benefit from the support of the world's largest tax preparation company! Compensation is $18 per hour and up, based on experience and ability. Opportunity for part-time work in off-season if desired.