Manager, Power of Attorney Operations (Finance)

The Manager, Power of Attorney Operations works with team members to verify the integrity and reliability of information distributed to clients. Management works together to ensure that the services provided consistently meet or exceed client expectations, satisfaction and continued client retention. This individual will have the privilege of mentoring their team members to encourage and enable their growth within the organization.

What You'll Do:

• Oversee team workload to ensure clients receive timely and accurate information
• Train new and existing team members on all department, company and state agency procedures
• Monitor management reports to confirm department and state deadlines are met by team
• Assist team with the resolution of escalating client issues and escalate when needed
• Oversee direct report development with regular coaching/feedback sessions to verify goals are met, identify and document expectation and complete audits of team's work
• Maintain reporting to satisfy outside auditors on tax tasks completed
• Compile metric information for team members and report to senior leaders
• Direct Reports - Power of Attorney Coordinator Team, 8-13 people

What Experience You Need:

• 4+ years professional experience

What Could Set You Apart:

• Excellent written, verbal communication, leadership and strong interpersonal skills
• Ability to comprehend technical information
• Strong multi-task, organization, and prioritization skills
• Desire to be innovative, flexible and creative to accomplish work
• Can make prompt, accurate decisions, interacting with all levels of management
• Previous leadership or management experience a plus
• Proficient in GSuite
• Ability and willingness to learn internal proprietary systems
• Bachelor's Degree a plus
• Some travel may be required

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