Job Description - Operations Manager (2403839) Operations Manager-2403839 Job Summary:
Blunt Wealth Services is seeking an Operations Manager to manage the overall operational efficiency of the branch office. The Operations Manager will direct day to day operational functions, run project management, ensure compliance with firm and regulatory policies and procedures, and have a strong affinity for organization and process. Additionally, you enjoy working in a team environment. When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side!
Essential Duties and Responsibilities:
· Performs all operational functions as required by workloads and absences.
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· Assists Branch Owner with confidential matters such as compliance visits.
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· Assists Branch Owner with controlling expenses and operating at peak efficiencies.
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· Researches and resolves complex problems relating to client accounts and inquiries.
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· Assists Branch Owner in running regular branch meetings.
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· Recruits, selects, orients, trains, and supervises branch operations associates.
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· Conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
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· Reviews daily work of operations associates.
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· Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
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· Ensures daily staffing levels and cross-training is adequate.
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· Coordinates registrations, continuing education, licensing, etc. of branch personnel.
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· Performs other duties and responsibilities as assigned. May perform some Branch Manager duties.
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Qualifications:
Knowledge of
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· Company policies and procedures and industry rules and regulations.
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· Investment concepts, practices and procedures used in the securities industry.
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· Financial markets and products.
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· Human resource management principles and practices.
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Skill in
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· Project management
· Organization
· Leadership
· Time management
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Ability to
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· Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
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· Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a service attitude.
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· 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.
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· Employ good analytical skills to be able to research account information and resolve problems.
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· Establish and communicate clear directions and priorities.
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· Utilize good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel.
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· Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.
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· Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
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· Work independently, under minimal supervision.
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Educational/Previous Experience Requirements:
• Bachelor’s degree (B.A.) from four-year college or university
Licenses/Certifications:
• None required
Blunt Wealth Services and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates. 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: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Administrative & Support Services US-CA-Brea-Brea RJFS Full-time Day Job Yes, 10 % of the Time #LI-LS1 | |
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