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About Us:

At Vertu Agent, we are a high-performance, client-focused firm operating across several industries. We combine innovation, professionalism, and collaboration to deliver exceptional service. Our teams are empowered with the resources, training, and autonomy to exceed client expectations while growing professionally.

Our Culture:

We prioritize excellence, accountability, and continuous learning. Our environment is collaborative yet results-driven, celebrating initiative, problem-solving, and high-impact contributions. Top performers are recognized, mentored, and given opportunities to take on leadership responsibilities.

About the Role:

We are looking for a highly organized and proactive Finance Operations Lead to support a U.S.-based financial services team. This role is ideal for someone with a strong operations background who also understands financial services and is comfortable taking ownership of processes, coordinating a team, and reporting directly to leadership.

The right person will learn the company's existing processes, help ensure they are followed consistently, and support the training and day-to-day coordination of advisors.

Key Responsibilities:

• Learn and manage the company's internal financial and operational processes.
• Coordinate workflows and ensure tasks and follow-ups are completed accurately and on time.
• Support the onboarding and training of advisors on established processes and procedures.
• Monitor team performance, identify issues, and communicate updates directly to leadership.
• Maintain organized documentation, reporting, and operational records.
• Help improve workflows and create more efficient processes when needed.
• Serve as a reliable point of contact between leadership and the advisor team.
• Take ownership of operational issues and ensure they are followed through to resolution.