Job description

About the Position

Heritage Financial Consultants, a successful wealth management and financial planning firm, has an exciting opportunity for someone to join the organization as a Controller / Operations Manager in the Hunt Valley, MD Office. The position, under the direction of the COO, plays an important role in the performance of the firm. The position is responsible for the hands-on, centralized coordination of operational and financial management. The job functions include:

• Manage and enhance smooth day-to-day operations of the firm’s financial matters.
• Manage firm’s Intuit QuickBooks to allow for up-to-date financial records, including Balance Sheet, Income Statement and Profit & Loss documents.
• Manage the receipt and distribution of Investment and Insurance revenue for the financial planners and teams.
• Collect and track payments of expenses from our financial planners and teams.
• Track year-to-date metrics for our financial planners and teams.
• Manage bi-weekly payroll for administrative staff of the firm.
• Meet with the Partner Group for bi-weekly meetings
• Hiring and Onboarding of new staff members
• Oversee and Coordinate technology support
• Vendor and equipment lease management

This position will be based in our Hunt Valley office. The role offers a competitive compensation package and the firm will also cover costs for education pursing defined industry related licenses and/or designations, where appropriate.

Minimum Qualifications

EDUCATION

• Bachelor’s Degree required
• Preferably in business administration or accounting

EXPERIENCE

• 3+ years of accounting or bookkeeping experience in a professional setting.
• 3+ years of experience with Intuit QuickBooks
• Previously held a managerial or oversight role

SKILLS

• Strong written and verbal communication skills
• Ability to build and analyze key financial statements.
• Superior knowledge of Microsoft Excel to analyze existing spreadsheets to identify efficiencies.
• Ability to motivate and supervise direct supports.

About Heritage

Heritage Financial Consultants has over $6 billion client invested assets and provides customized financial planning to meet the needs of families, individuals, and businesses. Founded in 1999, Heritage has 13 offices across Maryland, Pennsylvania, New Jersey, Delaware, Virginia, and Florida and is consistently recognized for being a top financial planning firm and workplace in the Baltimore area where the organization is headquartered. Heritage Financial Consultants was named a “Top Workplace” by the Baltimore Sun Media Group on 12/11/2022 for the year 2022. We have received this recognition 5 times, in 2017, 2018, 2019, 2020, and 2022. Heritage Financial Consultants was also named a "Largest Wealth Management Firm" in the Greater Baltimore Area, for the sixth year in a row, on 12/2/2022 based on data for 2022, by the Baltimore Business Journal. We have received this recognition 7 times in a row, in 2015-2021. For more information please visit: www.heritageconsultants.com

The Baltimore Sun’s Top Workplaces awards seek out the region’s best places to work through company nominations and determines the winners based on the results of employee feedback surveys provided by Energage, a company that conducts Top Workplaces surveys for dozens of news organizations across the country. The employee survey evaluates factors such as the company’s management and leadership, effectiveness, team values, employee engagement, and benefits and compensation. We applied for the award. Neither the advisors nor their parent firm pay a fee to the Baltimore Sun for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required. For more information, please visit https://www.baltimoresun.com/business/topworkplaces/

The Largest Wealth Management Firms in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the rankings of local Baltimore financial planning firms by the number of registered representatives. Heritage was independently nominated for this award. Neither Heritage nor its parent firm pay a fee to the Baltimore Business Journal for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required. For more information, please visit https://www.bizjournals.com/baltimore/subscriber-only/2021/12/03/financial-planning-companies.html

CRN-5426768-012323

The Top Workplace award is independently produced by the Baltimore Sun and is based on employee feedback via a 50 question survey. Heritage Financial Consultants, LLC (Heritage) applied for this award. Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Sun for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

The Largest Financial Planners in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of local Baltimore financial planning firms by the number of registered representatives. Heritage was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Cockeysville, MD 21030: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• QuickBooks: 3 years (Preferred)

Work Location: In person

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