Branch Operations Manager Trainee-charleston, Sc

Chartwell Investment Partners

Charleston, SC, US
Base salary components included; + compensation ma...
Not specified
Series 7 license required
Sie exam certification required
5 years financial services experience
Chartwell Investment Partners is seeking a Branch Operations Manager Trainee in Charleston, SC, to support financial advisors and clients by providing high-quality administrative assistance in a fast-paced environment. The ideal candidate will possess excellent communication and organizational skills, as well as a background in financial services

Job Summary

  • This role provides high-quality administrative support to financial advisors and their clients in a fast-paced environment.
  • The position requires managing client onboarding, trading activities, and expense tracking while ensuring compliance with industry regulations.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, retirement savings, and paid time off.

Matching Summary

Match Score: 75

Chartwell Investment Partners is seeking a Branch Operations Manager Trainee in Charleston, SC, to support financial advisors and clients by providing high-quality administrative assistance in a fast-paced environment. The ideal candidate will possess excellent communication and organizational skills, as well as a background in financial services.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Series 7 license required
  • SIE exam certification required
  • 5 years financial services experience
  • Client relationship management software
  • Advanced Excel spreadsheet skills

Nice-to-have

  • Strong communication across platforms
  • Ability to manage multiple priorities
  • Experience with alternative investments
  • Mentoring junior team members
  • Proactive problem-solving skills

Key Requirements

  • High School Diploma or equivalent
  • Series 7 license (required)
  • SIE exam (required)
  • Series 63/65/66 as required by state
  • Five years of financial services experience

Work Rights

Not specified

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