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Director of Administration - Wealth Management HEMPHILL EXCLUSIVE!
Our client is a highly successful wealth management firm with a wonderful reputation. This firm is adding a Director of Administration position to their leadership team based upon consistent year over year growth. The organization is built on a foundation of strong leadership, integrity, long-standing relationships, trust, quality, and innovation.
This position reports to the President who founded and owns the company. The Director of Administration will be a member of the leadership team along with the President, Director of Operations, and the Vice President over investment strategy and execution.
The President is eager to empower a leader with experience in the wealth management industry to take ownership for the following:
- Lead a small team of quality administrative professionals who provide executive support to the leaders and all administrative support for the firm
- Manage and coordinate solutions and vendors including: CRM, technology, phones, building, marketing, public relations, document management, and others
- CRM management including vendor selection & management, configuration, data conversion, and creating systems and processes to ensure the firm is harvesting full value from the tool
- New client on-boarding, funding, and making sure all securities are transferred successfully
- Schedule regular client meetings to review portfolio and understand changes to the client's situation or strategy. Prepare all reports and information for client meetings
- Manage all client service requests, changes, distributions, and other needs
- Verify all client information is updated in e-money
- Manage document imaging system, create and review policies, and supervise execution
- Verify all systems, tools, and platforms are linked and working well.
- Interface with marketing firm and website updates to ensure our communication and marketing are being managed well.
This is an excellent opportunity to build a long standing career while contributing to the continued growth and success of an impressive firm you will be proud to be a member of!
To learn more about this opportunity on a confidential basis call Susie Hemphill at 402.334.4800 *244 or send your resume to shemphill@hemphillsearch.com to learn more. Job Number 8895SH
The Right Match - The First Time
Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.
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Contact Information
Susie Hemphill
402-334-4800 ext 244
Susie is the leader helping executives in Omaha and Lincoln hire high caliber individuals well positioned for success and happiness within office administration and customer care. Susie specializes in placing executive assistants, office managers, directors of administration, administrative assistants, and important positions within customer care.
Susie understands the significant contribution and positive impact an impressive executive assistant, office manager, and administrative professional makes in a company. Improving the efficiency, organization, and productivity of the top executive or leadership team improves the overall performance of the company because the administrative professional provides the leader with more time to focus on their strengths and most important tasks.
The secret to Susie’s success includes her genuine desire to understand the company, leader, position being filled, and the team which is in need of a new member. Because she cares and is committed to identifying the right match, Susie is diligent while selecting individuals with successful track records and a commitment to quality. Susie shared “I am passionate about helping a leader identify and hire an impressive individual into a position where they can do what they are great at within a company and culture where they can be themselves every day. Life is short and we all deserve to be in a position where we are having fun and fulfilled. I have a lot of fun creating Win / Win / Win outcomes for the leaders who partner with us, to select an individual who loves their new position, and the co-workers who gain a rock star teammate . . . this is important work!”
Susie grew up in Oakland, Iowa; earned her Bachelor’s degree at the University of Nebraska-Lincoln, and her Master’s degree from the University of Nebraska-Omaha. Susie was an educator at Bellevue Public Schools prior to shifting her focus to our family. In the early years, Susie played an important role at Hemphill while focused on administrative support, special projects, and event planning on a part-time basis when her full time focus was caring for four very active children (Camie, Austin, Miles & Carmel). When our children headed off to college and into the work force, Susie shifted her focus to a full time Recruiting Manager position.
Susie is an active member of Westside Church, Executive Women International, and she played a leadership role while launching spousal forum groups within The Entrepreneurs Organization of Nebraska. Susie is an outgoing and ambitious individual who loves engaging with our family and friends. Susie loves cooking with and for our family, playing games, golfing, spending quality time in the Old Market or Haymarket, vacationing, hiking mountains, canyons, or rain forests, swimming in the ocean, skiing, and cheering for the Husker Football, Volleyball or Baseball teams! You might find Susie exercising at the gym, working in the yard, gardening, or playing with our two shih tzu puppies.