Performs back-up for all operational functions as required by workloads and absences.
Works directly with home office personnel to coordinate branch-home office workflow.
Completes self-audit of office procedures.
Assists with confidential matters and compliance visits and replies.
Assists with controlling expenses and operating at peak efficiencies.
Oversees ordering of supplies, purchase orders and postage usage.
Maintains accounting of branch petty cash.
May review branch invoices and operating statements.
Researches and resolves complex problems relating to client accounts and inquiries.
Assists in disseminating information at regular meetings.
Coordinate rent, facility, office maintenance and cleaning/security issues.
Recruits, selects, orients, trains and supervises branch operations associates.
Conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
Reviews daily work of operations associates; Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
Ensures daily staffing levels and cross-training is adequate.
Coordinates registrations, continuing education, licensing, etc. of personnel.
Performs other duties and responsibilities as assigned
Education/Experience Requirements
Bachelor's degree and four years' experience in the financial services industry, preferably including related operational management and supervisory experience
OR
An equivalent combination of experience, education and/or training as approved by Human Resources
Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience General Experience - 3 to 6 years, Manager Experience - 3 to 6 years
Performs back-up for all operational functions as required by workloads and absences.
Works directly with home office personnel to coordinate branch-home office workflow.
Completes self-audit of office procedures.
Assists with confidential matters and compliance visits and replies.
Assists with controlling expenses and operating at peak efficiencies.
Oversees ordering of supplies, purchase orders and postage usage.
Maintains accounting of branch petty cash.
May review branch invoices and operating statements.
Researches and resolves complex problems relating to client accounts and inquiries.
Assists in disseminating information at regular meetings.
Coordinate rent, facility, office maintenance and cleaning/security issues.
Recruits, selects, orients, trains and supervises branch operations associates.
Conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
Reviews daily work of operations associates; Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
Ensures daily staffing levels and cross-training is adequate.
Coordinates registrations, continuing education, licensing, etc. of personnel.
Performs other duties and responsibilities as assigned
Education/Experience Requirements
Bachelor's degree and four years' experience in the financial services industry, preferably including related operational management and supervisory experience
OR
An equivalent combination of experience, education and/or training as approved by Human Resources
Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience General Experience - 3 to 6 years, Manager Experience - 3 to 6 years
What You'll Do
Performs back-up for all operational functions as required by workloads and absences.
Works directly with home office personnel to coordinate branch-home office workflow.
Completes self-audit of office procedures.
Assists with confidential matters and compliance visits and replies.
Assists with controlling expenses and operating at peak efficiencies.
Oversees ordering of supplies, purchase orders and postage usage.
