We’re Hiring! Looking for an Operations and Client Services Manager

Operations and Client Services Manager

Islamorada Investment Management is seeking an individual with or pursuing a degree in finance, economics, business or similar certifications, and/or has relevant financial service and office management experience. This person will report to the firm’s managing partner and support our clients, maintain important records, assist our compliance officer, manage marketing efforts and help grow our firm through an obsessive focus on clients and operational excellence.

This person will be expected to staff our new office at MM 81.8 from 10:00am to 3:00pm, Mondays through Fridays. Salary will be commensurate with qualifications.

Key Capabilities

    Candidates for this position will be asked to demonstrate their capabilities and qualifications in three main areas:

    1. Client Support – focus on excellent service and communication;

    2. Office Operations – focus on organizing records, privacy and compliance activities;

    3. Professional Promotion Activities – focus on written communications and coordinating efforts in marketing, public relations and advertising – both traditional and online.


    Bachelor’s degree in Economics, Finance or Business.
    Previous experience in financial services industry and/or small business environment.
    Excellent client communications skills on phone, email and in-person.
    Marketing training and public relations experience is a plus.
    Must be a full-time resident of the Upper Keys; no relocation assistance will be provided.


    High attention to detail is mandatory.
    Initiative and responsibility. Ability to maintain strict client confidentiality.
    Excellent written and oral communication skills.
    Pleasant and positive demeanor.
    Competency in Microsoft Office – i.e. Word, Excel, and Powerpoint.
    Ability to work in WordPress and a basic familiarity with HTML.
    Familiarity or experience creating online leads/offers, sales and related opt-in pages and managing an email distribution service is preferred.
    The desire and stamina to help grow a small business and provide professional support, while helping clients achieve their financial goals.

To Apply
If you meet the above criteria and are detail-oriented, highly responsible, positive, energetic and eager to learn and grow, please send a cover letter and resume prior to April 1, 2017, to:


Candidates of interest will be sent a checklist to complete and return to us for further evaluation.

We intend to fill this job in May of 2017. Interviews of qualified candidates will begin in April.

Please do not call to inquire further; email is our sole method of communications regarding this matter at this time. We may be unable to respond to all requests.

Cale Smith

About Cale Smith

Portfolio Manager at Islamorada Investment Management.
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