Operations Manager Role at Tactica Wealth

Join Tactica Wealth as the Operations Manager to enhance client service and drive business growth. This role requires organizational skills and a proactive approach in a dynamic financial environment. Tactica Wealth is looking for a dedicated Growth and Operations Manager to connect client service, operations, and marketing within their Ottawa-based practice. This position encourages innovative thinking and ownership of processes that elevate client relationships while supporting business development. Key Responsibilities: • Coordinate client meetings and maintain the advisor's calendar • Ensure high standards of client service through proactive communication • Assist in marketing initiatives, content creation, and outreach efforts • Support ongoing relationship management and referral initiatives • Serve as a strategic partner to the principal advisor Requirements: • Background in wealth management or financial services • Exceptional organizational and multitasking abilities • Proven high attention to detail and commitment to accuracy • Strong communication skills with a focus on client service • Experience with CRM systems and business tools Drive growth and enhance client interactions while growing with Tactica Wealth. #J-18808-Ljbffr

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