Foster & Motley is looking for talented individuals to join our team for the following position:
About Foster & Motley
Foster & Motley is an independent, employee owned, fee-only wealth management firm providing clients with comprehensive financial planning and investment management. We currently manage over $2 Billion in client assets and have over 45 dedicated employees. The culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service.
Director of Operations
Position Summary
Foster & Motley, Inc. is seeking a Director of Operations to join our team. This is a full-time position with an opportunity for up to 16 hours per week of remote work, after a 90-day onboarding period. Located in Cincinnati, Ohio. This position will be dedicated to learning, understanding, and evaluating all operational and client service functions of the firm for comprehensive improvement and management of day-to-day internal functions. This person will be responsible for strategizing and implementing process improvements to maximize the efficiency and effectiveness of operations and administrative client service staff. Other duties will include assistance with hiring, training, and managing employees as well as process documentation and organization of a document management system.
Essential Functions
- Gain a detailed understanding of all core business software platforms, custodian standards, and operations/client service-related processes and procedures.
- Oversee day to day operations/client service functions
- Perform employee reviews and manage the review process
- Work closely with the management team on all matters related to the business
- Uncover inefficiencies and develop plans for improving processes and procedures along with implementation and training for employees
- Thoroughly document all new or improved processes and procedures
- Coordinate operations with Information Technology and other departments
- Lead and execute special projects as needed
Knowledge, Skills, and Abilities
- High aptitude for problem-solving
- Ability to identify issues and execute process improvement
- Ability to train and manage people effectively
- Detail-oriented with an ability to multi-task
- Organized, dependable, and personable
- Excellent communication skills – oral and written
- Ability to work independently and within a team environment
- Ability to utilize technology effectively and efficiently
Qualifications
- College degree is required
- Thorough knowledge of Microsoft applications; Word, Excel, and Outlook is essential
- Operations experience required - within the financial services industry is a plus
- Track record of improving and managing processes is required
- Prior management responsibility is a plus
- Experience with Customer Relationship Management (CRM) systems and Document Management Systems (DMS) is a plus
What This Role Offers
- Challenging work environment where you can make a difference in the lives of our clients
- Competitive salary commensurate with experience
- Annual profitability/performance bonus
- Safe Harbor 401(k) plan with discretionary profit sharing
- Medical, Short-Term/Long-Term Disability and Group Life insurance
- Paid vacation and paid parental leave
- Opportunities for professional growth and continuing education
- Hybrid work environment after 90 days, including up to 16 hours of remote work per week
To Apply
If interested, please email your resume and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.
Receptionist (Part-time)
Position Summary
Foster & Motley, Inc. is seeking a Receptionist to join our team. This is a part-time position located in Cincinnati, Ohio. This is a job-sharing position, alternating 2 days a week and 3 days the following week, etc. with available flexibility. This position performs tasks within an office setting to support daily operations, collaborating regularly with the other Receptionist to maintain effectiveness of job-sharing responsibilities.
Essential Functions
- Manage the phone system – answering and screening in-coming calls, transferring and taking messages, training for new employees
- Greet clients and handle client needs for meetings with advisers
- Prepare and maintain lobby and conference rooms
- Manage incoming and outgoing mail, including postage machine maintenance
- Order office supplies, gifts for clients, etc
- Assist Accounts Payable Specialist with payments, reconciling and bank deposits
- Assist Human Capital Committee with planning of employee events
- Assist Marketing & Communication Manager as needed
- Function as liaison to building management and maintenance/cleaning vendors
- Scan documents into document management system as time permits
- Arrange conference registrations and travel needs for advisers when necessary
- Assist with other tasks as needed
Knowledge, Skills and Abilities
- Flexibility to cover the other Receptionist’s PTO (Paid Time Off)
- Organized and detail oriented
- Dependable team player with excellent interpersonal skills
- Ability to multitask and remain calm under pressure
- Reasonable knowledge of Microsoft applications: Word, Excel, Outlook
- Willingness to learn new technology tools
- High school diploma, or equivalent. College degree a plus but not required
What This Role Offers
- Competitive salary
- Annual profitability/performance bonus
- Safe Harbor 401(k) plan with discretionary profit sharing
- Paid time off (PTO)
- Opportunities for learning
To Apply
If interested, please email your resume and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.