BLUNT WEALTH SERVICES, INC | Branch Operations Manager | brea, ca

2 weeks ago

brea, United States BLUNT WEALTH SERVICES, INC Full time

Job Summary:


Blunt Wealth Services is seeking a service and people oriented operations manager to manage the overall operational efficiency of the office. This critical leader will direct and oversee day to day operational functions, ensuring compliance with firm and regulatory policies and procedures and use extensive knowledge and skills obtained through education and experience to identify, research, analyze, and resolve complex issues.


Essential Duties and Responsibilities:


• 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 branch procedures.

• Assists Branch Owner with confidential matters and compliance visits and replies.

• Assists Branch Owner 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 Branch Owner in disseminating information at regular branch meetings.

• Coordinate rent, facility, office maintenance and cleaning/security issues.

• Recruits, selects, orients, trains and supervises branch operations associates.

• In conjunction with the Branch Owner, 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.


Qualifications:


• Comprehensive understanding 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.

• Operating standard office equipment and using 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 1st 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 in related field and three (3) years experience in the financial services industry, preferably including related operational management and supervisory experience.


Licenses/Certifications:


• SIE required provided that an exemption or grandfathering cannot be applied.

• Series 7, 9 & 10 required.

• Series 63, 65 and/or 66 as required by state.

• Ability to obtain additional securities and advisory state registrations if required by state.


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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