Sales Operations Support Specialist
Magellan Financial & Insurance Services, Inc., Daytona Beach, FL, United States
A real operations seat. Not “admin forever.” If you’re the kind of person who builds order, tightens systems, and makes sure nothing falls through the cracks—and you want a clear path into Operations leadership—this role was designed for you.
The Opportunity Perpetual Wealth Financial is an independent wealth planning firm helping business owners, professionals, and independent women navigate complex financial, tax, and legacy decisions with clarity and confidence. We’re intentionally building the operational infrastructure to scale—this hire is a foundational part of that build.
You’ll start by owning coordination, follow-through, and workflow hygiene. Over time, you’ll earn more responsibility, improve systems, remove bottlenecks, and become the operational right-hand that helps the firm run predictably and grow.
Compensation & Growth
Salary: $40,000–$50,000 (based on experience) + performance bonus
Growth Path: Operations Support → Operations Manager → Director of Operations (Integrator track)
What You’ll Do (Initial Focus)
Coordinate client onboarding workflows and service follow-ups
Maintain CRM accuracy, task lists, and internal tracking
Track deadlines, paperwork, and deliverables across vendors/partners
Serve as the in-office coordination point between back-office partners and advisors
Help document and improve standard operating procedures (SOPs)
Keep digital + physical files organized and audit-ready
Support calendar flow, meeting logistics, and operational follow-through
What You’ll Grow Into
Own operational process design and continuous improvement
Reduce founder bottlenecks and “fire drills” with better systems
Help manage vendors and support partners
Track operational metrics and service standards
Lead process improvements and (as the firm grows) help supervise future support staff
Who You Are
Organized, detail-driven, and naturally accountable
You spot gaps before they become problems
You communicate clearly and professionally
You enjoy improving systems—not just doing tasks
You want increasing responsibility and leadership over time
Required/Preferred Qualifications
2–5+ years in office operations, coordination, or administrative support (operations-heavy)
Comfort with CRMs and task/workflow management tools
Strong follow-up, documentation, and prioritization skills
Proficiency with Microsoft Office and/or Google Workspace
Professional written and verbal communication
Financial services, insurance, legal, or accounting office experience
Experience supporting a founder/entrepreneur
Familiarity with SOP documentation or process improvement
If you want a real seat in building a firm—and a clear runway into Operations leadership—lets talk!
#J-18808-Ljbffr
The Opportunity Perpetual Wealth Financial is an independent wealth planning firm helping business owners, professionals, and independent women navigate complex financial, tax, and legacy decisions with clarity and confidence. We’re intentionally building the operational infrastructure to scale—this hire is a foundational part of that build.
You’ll start by owning coordination, follow-through, and workflow hygiene. Over time, you’ll earn more responsibility, improve systems, remove bottlenecks, and become the operational right-hand that helps the firm run predictably and grow.
Compensation & Growth
Salary: $40,000–$50,000 (based on experience) + performance bonus
Growth Path: Operations Support → Operations Manager → Director of Operations (Integrator track)
What You’ll Do (Initial Focus)
Coordinate client onboarding workflows and service follow-ups
Maintain CRM accuracy, task lists, and internal tracking
Track deadlines, paperwork, and deliverables across vendors/partners
Serve as the in-office coordination point between back-office partners and advisors
Help document and improve standard operating procedures (SOPs)
Keep digital + physical files organized and audit-ready
Support calendar flow, meeting logistics, and operational follow-through
What You’ll Grow Into
Own operational process design and continuous improvement
Reduce founder bottlenecks and “fire drills” with better systems
Help manage vendors and support partners
Track operational metrics and service standards
Lead process improvements and (as the firm grows) help supervise future support staff
Who You Are
Organized, detail-driven, and naturally accountable
You spot gaps before they become problems
You communicate clearly and professionally
You enjoy improving systems—not just doing tasks
You want increasing responsibility and leadership over time
Required/Preferred Qualifications
2–5+ years in office operations, coordination, or administrative support (operations-heavy)
Comfort with CRMs and task/workflow management tools
Strong follow-up, documentation, and prioritization skills
Proficiency with Microsoft Office and/or Google Workspace
Professional written and verbal communication
Financial services, insurance, legal, or accounting office experience
Experience supporting a founder/entrepreneur
Familiarity with SOP documentation or process improvement
If you want a real seat in building a firm—and a clear runway into Operations leadership—lets talk!
#J-18808-Ljbffr