BLUNT WEALTH SERVICES, INC | Branch Operations Manager

4 weeks ago

brea, United States BLUNT WEALTH SERVICES, INC Full time

Job Summary:


Blunt Wealth Services is seeking an Operations Manager to manage the overall operational efficiency of the branch office. The Operations Manager will direct day to day operational functions, run project management, ensure compliance with firm and regulatory policies and procedures, and have a strong affinity for organization and process. Additionally, you enjoy working in a team environment. When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side


Essential Duties and Responsibilities:


Performs all operational functions as required by workloads and absences.

Assists Branch Owner with confidential matters such as compliance visits.

Assists Branch Owner with controlling expenses and operating at peak efficiencies.

Researches and resolves complex problems relating to client accounts and inquiries.

Assists Branch Owner in running regular branch meetings.

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 branch personnel.

Performs other duties and responsibilities as assigned. May perform some Branch Manager duties.


Qualifications:


Knowledge of

Company policies and procedures and industry rules and regulations.

Investment concepts, practices and procedures used in the securities industry.

Financial markets and products.

Human resource management principles and practices.


Skill in

  • Project management
  • Organization
  • Leadership
  • Time management


Ability to

Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a service attitude.

Project a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment.

Employ good analytical skills to be able to research account information and resolve problems.

Establish and communicate clear directions and priorities.

Utilize good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel.

Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.

Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

Work independently, under minimal supervision.


Educational/Previous Experience Requirements:

• Bachelor’s degree (B.A.) from four-year college or university


Licenses/Certifications:


• None required


Blunt Wealth Services and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

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