Financial Services Office Manager & Operations Lead

Wealth Coach Of Kentucky, dba Larry E. Botts & Associates in Lexington, Kentucky, is seeking a qualified individual to oversee agent support staff and participate in business growth activities. The ideal candidate will have a Bachelor's Degree, operational experience in strategic planning, and strong leadership skills. Responsibilities include managing staff training, preparing reports, and ensuring compliance with firm policies. The role requires excellent communication skills and knowledge of financial planning and CRM tools.
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