Operations Team Lead

We are seeking a proactive and detail-oriented Financial Services Team Leader to oversee daily operations, support advisers and paraplanners, and lead a high-performing administration team. This role is responsible for ensuring smooth workflow execution, maintaining compliance standards, supporting client service activities, and driving team performance and operational efficiency.

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  Supervise, mentor, and support team members to maximize performance and productivity

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  Assign tasks, monitor progress, and ensure operational goals are achieved

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  Act as the main liaison between team members and management

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  Conduct performance reviews, provide coaching, and support staff development

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  Assist advisers and paraplanners with client meeting preparation, documentation, and follow-ups

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  Process client applications, account paperwork, and maintain accurate client records

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  Liaise with providers and assist with investment orders, reports, and compliance documentation

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  Support financial research, report preparation, cashflow projections, and annual reviews

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  Maintain CRM systems, databases, and operational reports

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  Participate in compliance reviews, operational projects, and process improvements

• Experience in financial services, team leadership, or adviser support roles

• Strong communication, leadership, and organizational skills

• Knowledge of financial administration, compliance, and client servicing processes

• Proficiency in CRM systems, Microsoft Office, and financial software

• Ability to multitask and manage deadlines in a fast-paced environment

• High attention to detail and problem-solving abilities

• Strong customer service mindset and professionalism

• Experience supporting advisers, paraplanners, or wealth management teams

• Familiarity with compliance systems and financial documentation

• Ability to support operational projects and process improvements

At Clark Outsourcing, we’re redefining what it means to work in a BPO. This isn’t your regular office setup - it’s where careers flourish, friendships grow, and fun is always part of the deal. Our culture is unmatched (seriously, our team swears by it), and we promise you’ll have to experience it yourself to believe it.

Here’s what’s in store for you:

At CO, it’s not just about work - it's about loving where you work. Ready to experience the best workplace ever? We can’t wait to welcome you to the team!