A growing independent financial services firm in Acworth, GA seeking an experienced Operations / Practice Manager to serve as the operational backbone of our practice. This is a critical hire for a close-knit team of five — you will own the day-to-day operations of the office and play a key role in the firm’s continued growth.

What You’ll Be Responsible For

• Managing day-to-day office workflows and internal processes
• Overseeing CRM systems and office technology platforms
• Tracking production reports, advisor metrics, and new business flow
• Monitoring KPIs and preparing operational reporting and analytics
• Identifying and implementing process improvements
• Tracking financial data tied to workshops, mailers, and marketing ROI
• Coordinating workshop logistics and appointment-setting systems
• Supporting compliance and administrative operations

What We’re Looking For

• 3+ years of experience in an operations or office management role
• Financial services office experience strongly preferred
• CRM and reporting experience required
• Highly organized, detail-oriented, and process-driven
• Comfortable managing multiple priorities in a smaller office environment
• Strong communicator who takes ownership and works independently
• Specific platforms can be trained — operational mindset is what matters mos