Operations Supervisor

6 days ago

Richmond, Canada Novella Wealth Full time

Novella Wealth is a financial brokerage located in Richmond, BC. We are looking for a full-time Operations Supervisor to join our team.

**Overview**:
The Operations Supervisor is a key part of the Operations team and oversees all the activities within brokerage, monitors the efficacy of the department, improves operating processes, and reports to upper management. The responsibilities include high-level HR duties, such as attracting talent and setting training standards and hiring procedures. You will oversee the hiring of staff and onboarding of new advisors and help promote a company culture that encourages morale and performance. They also help analyze and improve organizational processes, identify problems and suggest effective solutions, while reducing

**Duties**:
Business Operations:

- Work with the Management team to implement important policy, planning, and strategy decisions.
- Monitors, reviews, and improves operational policies and procedures to enhance company operation efficiency.
- Work with the Management team to promote business development within sales revenue and recruitment targets for business growth.
- Ensure all legal and regulatory documents are filed and monitor compliance with laws and regulations.
- Work with the Management team to determine values and missions, and plan for short and long-term goals.
- Identify and address problems and opportunities for the company.
- Build alliances and partnerships with other affiliated companies and organizations.
- Support the Advisory team by liaising with the Management team.
- Coordinate, prepare, edit and/or proofread documents such as correspondence and reports that assist in decision-making.
- Assist the Management team to communicate to staff, organize various staff meetings and announcements.

HR:

- Act as HR and be the first point of contact for all HR-related inquiries for staff.
- Oversee the entire hiring process, including maintaining active job postings.
- Help promote a company culture that encourages top performance and high morale.
- Facilitate all staff onboarding and training, including monitoring of duties & tasks.
- Facilitate staff review meetings.
- Maintain staff files and records, including vacation/time-off requests and timekeeping.

Advisor Recruitment, Contracting, and Licensing:

- Act as the first point of contact for all new advisor onboarding, licensing, and contracting needs.
- Assist with HLLQP enrolment and registration.
- Manage and send renewed licenses and E&Os to insurance companies in a timely manner.
- Coordinate with insurance companies’ contracting departments regarding contracting inquiries and updates.
- Maintain advisor files and records.
- Monitor the advisor’s compliance with operational policies and procedures.
- Work in partnership with the Novella Training Team for seamless advisor training and orientation.

Marketing:

- Plan event flow and program, book event venues and speakers, as applicable.
- Facilitate event guest invitations and RSVP lists.
- Create event marketing promotions, documentation, and assessments, i.e., surveys.
- Create in-house marketing and promotional materials, coordinating with insurance companies regarding company-specific campaigns and contests.
- Liaise with external marketing companies for marketing promotion and execution of marketing campaigns.

Assistance to the Founders:

- Assist in other related functions assigned by the Founders from time to time.

**Requirements**:

- Fluency in English and Cantonese is a must.
- Experience in management, operations, and team collaboration.
- Experience in implementing operational processes.
- Good working knowledge of operational procedures and policies.
- Ability to build consensus and relationships among management, partners, and employees.
- Excellent communication skills, verbal and written.
- Mindfulness and thoroughness.
- Acts with high confidentiality and integrity.
- Ability to prioritize and plan own workflow, with attention to detail and accurate mind.
- Organization and time management skills.
- Ability to work independently.
- Friendly and reliable; able to work cooperatively with other staff and advisors.
- Thorough and detail-oriented; excellent organizational skills with ability to multi-task; can change priorities mid-stream, as required.
- Passionate about the work they perform; exhibits a professional attitude with a commitment to quality work.
- Driven by collective success; understanding the power of an inclusive team that works together to bring a shared vision to reality.
- Empathic; listens and learns from the experiences of other and understands different perspectives.
- Loves to learn; there is no limit to what can be achieved and is always willing to improve efficiency and effectiveness of the team.

**Who We Are**:
Novella Wealth is a team of financial professionals that helps our clients be more financially educated by helping build towards their financial goals. We set them up for succ

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