Branch Operations Manager- Eagle and Boise, ID

2 weeks ago

Eagle, United States Raymond James Financial Services Full time

Description

Job Summary :

Under branch manager direction manage the overall operational efficiency of the branch office. Directs day to day operational functions, ensuring compliance with firm and regulatory policies and procedures. Uses 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 Manager with confidential matters and compliance visits and replies.

  • Assists Branch Manager 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 Manager 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 Manager 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

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.

~or~

  • An equivalent combination of experience, education, and/or training as approved by Human Resources.

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.

Job: Administrative & Support Services

Primary Location: US-ID-Eagle

Organization Northern

Schedule Full-time

Job Shift Day Job

Travel Yes, 10 % of the Time

Req ID: 2402647

  • Veterinarian| Eagle Animal Clinic| Eagle, ID

    2 weeks ago

    Eagle, United States National Veterinary Associates Full time

    Job DescriptionJob DescriptionEagle Animal Clinic is searching for a full-time associate veterinarian who is energetic and experienced to work in our busy small animal exclusive practice.  Eagle Animal Clinic offers diverse and challenging caseloads and provides the tools and equipment to manage them. We practice a high level of medicine with a...

  • Branch Operations Manager

    2 weeks ago

    Eagle, Idaho, United States Raymond James Financial Services Full time

    Job Summary As a key member of our team, the Branch Operations Manager will play a critical role in ensuring the smooth operation of our branch office. Reporting to the Branch Manager, this individual will be responsible for managing the day-to-day operational functions, ensuring compliance with firm and regulatory policies and procedures. Key...

  • Nanny sought in Eagle, ID.

    4 days ago

    Eagle, United States Wyndy LLC Full time

    Nanny sought in Eagle, ID. Seeking an experienced caregiver to provide attentive and compassionate care for a family. Must be reliable, engaging, and able to create a safe environment for children. Strong communication skills and multitasking abilities are essential. CPR and First Aid certifications preferred. Previous experience with child development and...

  • Veterinarian Position at Eagle Animal Clinic

    3 weeks ago

    Eagle, Colorado, United States NVA Full time

    About the RoleEagle Animal Clinic is seeking a dedicated and experienced associate veterinarian to join our team. As a key member of our hospital team, you will work closely with our managing doctor and supporting medical staff to advance the quality of medicine in our practice and provide exceptional client service to our clients and...

  • Veterinarian Position at Eagle Animal Clinic

    3 weeks ago

    Eagle, Colorado, United States NVA Full time

    About the RoleEagle Animal Clinic is seeking a dedicated and experienced associate veterinarian to join our team. As a key member of our hospital team, you will work closely with our managing doctor and supporting medical staff to advance the quality of medicine in our practice and provide exceptional client service to our clients and...

  • Early Education Speech Language Pathologist

    4 weeks ago

    Eagle, United States Sunbelt Staffing Full time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Sunbelt has contract openings forSpeech Language Pathologists with guaranteed hours & benefitsat aschool district near Eagle, ID for the full school year. Job description: K-5 Caseload Manage Caseloads Direct & Indirect Services Work Hours: Full-Time (40hrs/week) Part-Time...

  • Branch Operations Manager

    7 days ago

    Eagle, Idaho, United States Raymond James Financial Services Full time

    Job SummaryWe are seeking a highly skilled Branch Operations Manager to join our team at Raymond James Financial Services. As a key member of our branch team, you will be responsible for managing the overall operational efficiency of the branch office, ensuring compliance with firm and regulatory policies and procedures.Key ResponsibilitiesManage day-to-day...

  • School Paraprofessional

    4 weeks ago

    Eagle, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years paraprofessional or special education experience required.Location: Eagle, IDJob Details:Full-timeFull-School YearCaseload details on interviewOnsiteRequirements:Experience in a school-based setting is preferred but not required for enthusiastic and motivated candidatesWhat We Offer:petitive salary and benefits...

  • Probation Support Specialist- Eagle

    2 months ago

    Eagle, United States Colorado Judicial Branch Full time

    MISSION STATEMENT The Judicial Department works to provide equal access to justice, contribute to public safety, and strengthen the rule of law across Colorado. Together our courts and probation departments are committed to impartial and timely dispute resolution; support for families, litigants, and victims; client rehabilitation; and meaningful community...

  • Operations Manager

    3 weeks ago

    Eagle River, United States The Alaska Club Full time

    Job DescriptionJob DescriptionThe Alaska Club, a network of premiere health and fitness clubs with 16 locations around the state, is now accepting applications for Operations Manager. The primary responsibilities of this important leadership position include supporting the General Manager with the overall supervision of team members and facility management...

  • Probation Officer

    2 months ago

    Eagle, United States Colorado Judicial Branch Full time

    MISSION STATEMENT The Judicial Department works to provide equal access to justice, contribute to public safety, and strengthen the rule of law across Colorado. Together our courts and probation departments are committed to impartial and timely dispute resolution; support for families, litigants, and victims; client rehabilitation; and meaningful community...

  • Client Service Associate- Eagle, ID

    4 weeks ago

    Eagle, United States Raymond James Financial Incorporated Full time

    Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...

  • Family Medicine Physician

    3 weeks ago

    Eagle, Idaho, United States St. Luke's Health System - Boise, ID Full time

    Family Practice-Without OB Physician OpportunityWe are seeking a skilled Family Practice-Without OB Physician to join our team at St. Luke's Health System in Boise, ID. As a Family Practice-Without OB Physician, you will provide high-quality patient care and work collaboratively with our healthcare team to deliver exceptional patient outcomes.Key...

  • Spray Technician

    2 weeks ago

    Eagle, Idaho, United States The Grounds Guys of Eagle, Id Full time

    Job SummaryWe are seeking a highly skilled and motivated Spray Technician to join our team at The Grounds Guys of Eagle, ID. As a key member of our team, you will be responsible for applying herbicides, fungicides, or insecticides to trees, lawns, shrubs, or ornamental plants in a safe and efficient manner.Key ResponsibilitiesMix and apply herbicides,...

  • Family Medicine Physician

    4 weeks ago

    Eagle, Idaho, United States St. Luke's Health System - Boise, ID Full time

    St. Luke's Health System - Boise, ID is seeking a Family Medicine Physician to join our team. Our organization is committed to providing high-quality patient care and promoting a healthy community. As a Family Medicine Physician, you will be responsible for providing comprehensive medical care to patients of all ages. Our ideal candidate will have excellent...

  • Substitute Custodian

    4 weeks ago

    Eagle, Colorado, United States Eagle County Schools Full time

    Job SummaryEagle County Schools is seeking a reliable and detail-oriented Substitute Custodian to join our facilities team. As a Substitute Custodian, you will be responsible for maintaining a clean and safe environment for students and staff.Key ResponsibilitiesMaintain an attractive appearance for all buildings and grounds, including grounds, walks,...

  • Family Medicine Physician

    3 weeks ago

    Eagle, Idaho, United States St. Luke's Health System - Boise, ID Full time

    Family Practice Physician OpportunityWe are seeking a skilled Family Practice Physician to join our team at St. Luke's Health System in Boise, ID. As a Family Practice Physician, you will provide high-quality patient care and work collaboratively with our healthcare team to deliver exceptional patient outcomes.Key Responsibilities:Provide comprehensive...

  • Night Shift Mill Operator

    3 weeks ago

    Eagle Grove, Iowa, United States Gold-Eagle Cooperative Full time

    Job OverviewGold-Eagle Cooperative is seeking a reliable and detail-oriented Night-Shift Mill Operator to join our team in Eagle Grove, IA. As a key member of our feed mill operations, you will play a crucial role in ensuring the smooth production of high-quality feed products.ResponsibilitiesOperate computer-controlled systems to monitor and control feed...

  • Universal Banker I-IV, Branch Coordinator

    1 month ago

    Eagle, United States ANB Bank Full time

    Join our Team ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with our customers and within our communities. ANB Bank is committed to rewarding our team members who strengthen our company and culture. We offer competitive compensation and a comprehensive benefits package. UNIVERSAL BANKER I-IV Carbondale...

  • Assistant Branch Manager

    7 days ago

    Eagle, Wisconsin, United States Wintrust Financial Full time

    Assistant Branch ManagerWintrust Financial is a leading financial holding company with a strong presence in the Chicago and southern Wisconsin market areas. As an Assistant Branch Manager, you will play a key role in delivering exceptional customer service and driving business growth.Key Responsibilities:Assist the Branch Manager in achieving financial...