Overwatch Financial

05/12/2023

Excited to be partnering with IRMAA Resources to ensure that financial plans cover the two greatest expenses in retirement. Taxes and Healthcare!

You Should Know About IRMAA!

01/10/2022

A client and friend is currently battling a rare form of lymphoma, couldn’t help but think of him when I heard this… our prayers are with you and your family!

The V Foundation for Cancer Research was founded by ESPN and legendary basketball coach Jim Valvano with one goal in mind: to achieve victory over cancer. Si...

07/01/2021

CONGRATS! Kevin and Kathy H on their Retirement!!! Now for the big move and more honey do's! 😃👏

03/01/2021

Overwatch Financial, a leader in the financial services industry is GROWING! We help clients understand their retirement, and what they will need to do to meet their goals, by performing a comprehensive analysis of their retirement needs and goals. Then we go to work, designing a complete financial plan to help make their retirement dreams a reality.

We are looking for a capable energetic and upbeat full time office professional to fill the position of Operations Manager. This individuals primary job duties will include; Managing the support staff, and working directly with the president of the company to ensure a high quality, level of service, is provided to our clients every time! Work closely with staff to ensure that the sales process is followed and completed as we work with new incoming clients. Work directly with clients in the opening of new accounts and moving money from their old accounts into their new accounts. This position will also assist clients with any service needs on their existing accounts. Managing other members of our staff to make sure that the process is running smoothly and all our resources are being utilized. It is critical that the person in this position work closely with the other members of our staff. This position will report directly to the president of the company.

Must be computer proficient and familiar with MS Office Applications and Windows.

To be the right candidate for this position you must be a detail oriented, self starter, multitasking guru. If you have to be told each day what needs to be done, your not the right fit. But if you have the ability to identify what needs to be done, and work with team members to ensure that those tasks are done, you are the person we are looking for!

We have a very relaxed fun office environment and work great as a team. We are looking for the right candidate with the right personality to join our team.

Primary Responsibilities:

• Data Entry

• Staff Management

• Client Account Establishment / follow-up

• Process transfers from one account to clients new account

• Constant Client Communication throughout our process

• Managing CEO's Calendar

• Updating client records in company CRM

• Misc Office tasks

Qualifications:.

• Detail oriented

• Basic computer skills (Outlook, word, and excel)

• Strong Communicator

• Self Starter

• Leadership / Management Experience

In this position you must have an upbeat fun attitude and greet people with enthusiasm and a smile. As the first person a client sees when they walk into the office you must have a professional appearance, great outgoing personality, and a great smile. We will contact you to schedule and interview for this great opportunity. We offer competitive pay, performance based compensation and rewards.
Related keywords: operations manager, manager

Job Type: Full-time

01/18/2021

Congratulations to Scott R.! Today is your first day of retirement, time to get started on those Honey-Do’s!

01/04/2021

Congratulations Jimmy B.!
Today is Jimmy's 2nd Day of Retirement after 44 years!
Enjoy it, You worked hard for it!

08/26/2020

Racheal Roberts is our Client Experience Manager. She was born and raised in Arizona, and graduated with her bachelor’s in Business Management from Arizona State University. Racheal is the first face you see as you arrive at our office. She works closely with agents, staff and clients. Her sole focus and responsibility is to ensure that every interaction our clients have with our office exceeds their expectations. She loves being able to create these great clients experiences, from a phone call to a warm freshly made chocolate chip cookie. When you arrive, if there is any way we can improve our service Rachel wants to know about it. When Racheal isn’t in the office, she is either on a nice hike or on the couch with a good book and some coffee. Racheal loves being able to leave work everyday with the feeling that she helped make Overwatch Financial clients experiences the best it could have been.

08/17/2020

Meet Will Solari, one of the agents here at Overwatch Financial. New to the Overwatch Financial team, Will grew up in Sacramento, California. He graduated from Brigham Young University, and is passionate about helping others reach their Financial and Retirement Goals. His ability to speak fluent Spanish provides a huge advantage to the company, ensuring that we are able to help all that are seeking guidance with their finances. Will is a major sports fanatic, so you can catch him watching a game when he isn’t working. Will and his wife are expecting their first child in January 2021, and excited is an understatement for Will and the whole Overwatch team.

08/06/2020

Meet Daron Goodwin, an Overwatch Financial Agent. Daron has been with Overwatch Financial for 4 years, working in various roles from setting appointments to assisting in seminars and lectures. He has always been excited to learn about finance and discussing these items with clients. Daron grew up in Solvang, California, and is currently majoring in finance at BYU Idaho. In his free time Daron loves to play the guitar, sports, and spending time with his dog Rufus. Daron loves seeing others succeed and achieve their goals, this is his main motivation in helping others achieve their Financial Retirement Goals.