Branch Operations Manager

4 days 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 Responsibilities

  • Provide backup support for all operational functions as needed, ensuring seamless continuity of services.
  • Collaborate with home office personnel to coordinate branch-home office workflow, ensuring efficient communication and data exchange.
  • Conduct regular self-audits of branch procedures to identify areas for improvement and implement changes as necessary.
  • Assist the Branch Manager with confidential matters, compliance visits, and responses.
  • Support the Branch Manager in controlling expenses and optimizing operational efficiency.
  • Oversee the ordering of supplies, purchase orders, and postage usage, ensuring timely and cost-effective procurement.
  • Manage the accounting of branch petty cash, ensuring accurate and transparent financial management.
  • Review and analyze branch invoices and operating statements to identify trends and areas for improvement.
  • Research and resolve complex problems related to client accounts and inquiries, providing exceptional customer service.
  • Assist the Branch Manager in disseminating information at regular branch meetings, ensuring effective communication and engagement.
  • Coordinate rent, facility, office maintenance, and cleaning/security issues, ensuring a safe and healthy work environment.
  • Recruit, select, orient, train, and supervise branch operations associates, ensuring a high-performing team.
  • In conjunction with the Branch Manager, conduct ongoing performance management, scheduled performance appraisals, and salary reviews of operations associates, maintaining accurate and up-to-date associate files.
  • Review and evaluate the daily work of operations associates, providing constructive feedback and coaching as needed.
  • Evaluate the workload and responsibilities of support staff to determine necessary assignment changes, ensuring efficient workflow and productivity.
  • Ensure daily staffing levels and cross-training are adequate, ensuring a high level of customer service.
  • Coordinate registrations, continuing education, licensing, and other professional development opportunities for branch personnel, ensuring compliance with regulatory requirements.
  • Perform other duties and responsibilities as assigned, including some Branch Manager duties as needed.

Requirements

Qualifications

  • Comprehensive understanding of company policies and procedures, as well as 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, utilizing tact and diplomacy in dealing with customers in a deadline-driven environment.
  • Employ good analytical skills 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.

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

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