Seattle, Washington/Remote
Full Time (40hrs/week)
Start Immediately
Pay: DOE
Our Team Members
At Leading Retirement Solutions (LRS) our goal is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!
We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non-traditional investments.
The Operations Department
Join our growing Operations Team and take a role focused on developing, implementing, and overseeing many exciting strategic initiatives to support our company with growing. You will collaborate with leadership to identify, prioritize, develop, and manage key operational initiatives that drive performance and operational efficiency.
Responsibilities In Your Role
Strategy
- Oversee company’s Operational Excellence Strategy
- Work directly with the CEO and leadership team to create, contribute to and collaborate on annual strategies, engage in forecasting and goal planning
- Engage in long-term planning (ex. 5-year strategic growth plan) and identify initiatives that further the company’s overall goals
Business Operations & Performance
- Lead operations design and execution across departments
- Develop operational metrics and implement a KPI measuring and reporting system
- Evaluate operational procedures and implement methods of continuous improvement
- Regularly audit operational protocol to minimize mistakes and ensure timely delivery of services
- Proactively identify recommend and implement enhancements and improvements for operational efficiency
- Key stakeholder for business continuity plan
- Keep abreast of operations related industry trends and make informed recommendations for adoption of changes, including those that take advantage of market changes
- Attend training opportunities, read, and share industry knowledge, regularly participate in coursework to either earn or maintain professional designations.
- Coordinate with different teams to foster exchange of ideas and provide cross-team learning opportunities
- Positively influence the team members; effectively mediate concerns, offer encouragement and praise, and build good working relationships
Project & Client Management
- Develop and support operations that fulfill full-cycle ongoing and annual work for our book of business
- Manage end to end operational projects, including deployment of technology applications, workflow and reportings/metrics
- Provide backup/overflow support for various departments, especially during governmental deadlines.
- Maintain strategic relationships with vendors and internal stakeholders
- Communicate comprehensively and timely with team members, advisor(s) and/or referral partners concerning client issuesAnticipate needs of our clients and partners, support a book of business, including advisors and other partnerships
- Support and coordinate with teams responsible for servicing our clients and partners.
- Develop and conduct training for new services and platforms
Financial Management
- Establish & implement strategies to manage operational costs and drive operational efficiency
- Assess and analyze departmental budgets, identify and recommend ways to minimize expenses and optimize profits
- Identifying potential problems and points of friction and work to find solutions that maximize efficiency and revenue
- Assist HR in recruiting and hiring process, implementing policies and strategies to improve productivity and efficiency levels.
Qualifications
Qualifications
- Bachelor’s degree or minimum of 5 years related experience is preferred.
- Experience in retirement plan, investment or banking industries is preferred.
- Superb communication skills and a commitment to superior customer service.
- Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
- Solutions oriented and ability to handle changing and competing responsibilities.
- Strong command of technology including Sharepoint, and ability to learn new software solutions easily and quickly.
- Proficiency is required with Excel, Word, Outlook, Adobe Acrobat
- Works well with a team, including other team members who work remotely/virtually.
- Creative participation and forward-looking contribution to team activities and company progress.
- A demonstrated record of accomplishment of consistently meeting and/or exceeding performance expectations.
- Possesses a preference for proactivity, avoids workplace distractions, and drives performance targets to completion.
- Thrives in a fast-paced environment.
- Possesses strong innate ability to switch gears between finance and human resource tasks as needed
Benefits We Offer
We offer benefits including Medical, Dental, Vision and Accident after 60 days of employment. Paid Time off (PTO) and Paid Holidays are available after 90 days of employment. We also offer a company sponsored 401(k) Plan and company matching contributions, performance bonuses, and financial support for ongoing education and credentialing. We are a growing company with a casual working environment, providing each of our team members the opportunity to be a part of our company's success.
Our Team Has A Lot To Say
LRS Research
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