Branch Office Examiner Jobs

Effective organizational, planning and time management skills

Effective skill interacting with staff, management, vendors and members diplomatically and tactfully

Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience

Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience

Manage staff to ensure vault opening, closing and balancing procedures are completed

Three years’ experience in grade level 76 (or higher) or applicable external experience

Support the branch management team administratively

Communicate and implement our administrative and risk management guidelines and policies

Passionate about the client experience, with strong interpersonal skills

Business management, administration and support

support the branch management team administratively

communicate and implement our administrative and risk management guidelines and policies

Minimum 12 years related management experience, including 5 or more years managing an office with multiple technical disciplines

Demonstrated ability to meet finical goals, project management, business development, sales and marketing, recruitment and retention of staff.

Responsible for the managerial direction of an Branch office.

Manages the office financials to generate a positive net return.

Champion sales and marketing activities. Identify opportunities and manage team efforts for submittals, proposals, presentations, contract negotiation and related activities.

Responsible for development and retention of managers and staff. Interpret policies, purposes, and goals of organization to staff.

KNOWLEDGE, SKILLS, ABILITIES AND OTHER CHARACTERISTICS

Board certification in Anatomic, Clinical and Forensic Pathology at time of hire.

This position requires successful completion of post-offer tests, which may include a background check, drug screen and medical examination.

Must provide proof of certification or eligibility

Pre-Interview License and Certification Verification

Proficiency in Power Point and Microsoft Office® software programs.

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Delivering positive, reliable and memorable phone service experiences to our wealth management clients

Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow system

Excellent verbal and written communication skills

2+ years of Front Desk/Receptionist work experience

Benefits are available to full-time associates who work more than 30 hours a week.

Re-stock supplies, beverages and keep breakroom clean

Ordering supplies, filing, and management of incoming and outgoing mail

Preparing month-end and monthly close material as directed by the Controller and Branch Manager

Ensuring all hourly personnel, weekly timesheets and changes are accurately entered into the payroll system on-time

Entering and updating work orders and cost codes for the weekly labor posting

Generating the weekly aged account receivables report and conducting client follow-up

Advising on the most appropriate and effective collection methods, communications, and resources; participating in collection actions as needed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Comprehensive 6-month training including an experienced peer to help mentor you

Full-time Associates receive the following benefits:

Ability to manage multiple priorities in a deadline driven environment

A wide support network that extends from your branch office to your region to the home office

You'll often work independently but will have a team of thousands backing you every step of the way

Delivering exceptional personalized service to ensure clients feel understood and informed

Conduct approximately 100-120 exams per year either onsite or remotely.

Review exam findings with OSJ and Satellite Branch Managers.

Send exam reports to OSJ and Satellite Branch Managers, Supervision and Compliance departments in a timely manner.

Educate OSJ Managers, Financial Advisors and support staff on various industry rules, regulations, and firm policies during the exam.

Identify and share best practices with OSJ Managers regarding supervisory systems during the exam.

3+ years-experience in Compliance or Branch Exams.