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Branch Operations Manager Trainee (Tuscaloosa, Al)

Company

Raymond James Financial
Address , Tuscaloosa
Employment type FULL_TIME
Salary
Expires 2023-09-21
Posted at 8 months ago
Job Description
Branch Operations Manager Trainee (Tuscaloosa, AL) - 2302473

Description

Job Summary
Learn how to manage overall operational efficiency of the branch office. Through various training mechanisms, gain knowledge of day to day operational functions and how to ensure compliance with firm and regulatory policies and procedures.


Essential Duties and Responsibilities
  • Performs back-up for all operational functions as required by workloads and absences.
  • Reviews daily work of operations associates; Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
  • Completes self-audit of branch procedures.
  • Researches and resolves complex problems relating to client accounts and inquiries.
  • Performs other duties and responsibilities as assigned. May perform some Branch Manager duties if Series 9 & 10 licensed.
  • In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch personnel files.
  • Coordinates rent, facility, office maintenance and cleaning/security issues.
  • Assists Branch Manager with controlling expenses and operating at peak efficiencies.
  • Oversees ordering of supplies, purchase orders and postage usage.
  • May review branch invoices and operating statements.
  • Ensures daily staffing levels and cross-training is adequate.
  • Works directly with home office personnel to coordinate branch-home office workflow.
  • Assists Branch Manager with confidential matters and compliance visits and replies.
  • Maintains branch operational manuals.
  • Assists Branch Manager in disseminating information at regular branch meetings.
  • Become trained and skilled to effectively and efficiently function in the Operations Manager role:
  • Recruits, selects, orients, trains and supervises branch operations associates.
  • Coordinates registrations, continuing education, licensing, etc. of branch personnel.
  • Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities
Knowledge of
  • Comprehensive understanding of company policies and procedures and industry rules and regulations.


Skill in
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.


Ability to
  • Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.
  • 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.
  • Utilize good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel.
  • Employ good analytical skills to be able to research account information and resolve problems.
  • 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.
  • Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Establish and communicate clear directions and priorities.
  • Work independently, under minimal supervision.


Educational/Previous Experience Requirements
Education/Previous Experience
  • ~or~
  • Bachelors degree from four-year college or university in related field and a minimum of one (1) year experience in the financial services industry, preferably including related operational management and supervisory experience.
  • Any equivalent combination of experience, education, and/or training as approved by Human Resources.


Licenses/Certifications
  • Series 7, 9 & 10 or ability to obtain within six (6) months.
  • Series 63, if required in your state, or ability to obtain within six (6) months.

Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Grow professionally and inspire others to do the same
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm


At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.


Job Wealth management
Primary Location US-AL-Tuscaloosa-Tuscaloosa
Organization Southern
Schedule Full-time
Shift Day Job
Travel Yes, 20 % of the Time

Eligible for Discretionary Bonus Yes
#LI-DW