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Branch Operations Manager

Raymond James Financial, Inc. • Naperville, IL • 5h ago

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.

Knowledge 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.

Ability To:

· Operate standard office equipment and use 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.

Education/Previous Experience:

· 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.

Travel Required:

Yes, 10 % of the Time

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