Branch Operations Manager Trainee (palm Desert, Ca)

Willenborg Wealth Management

Palm Desert, CA, USA
$55,000.00-$90,000.00 py
Remote
Branch operational efficiency
Compliance with firm policies
Client account resolution
Learn how to manage overall operational efficiency of the branch office through various training mechanisms

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 ensure compliance with firm and regulatory policies and procedures.
  • Recruit, select, orient, train, and supervise branch operations associates.

Matching Summary

Learn how to manage overall operational efficiency of the branch office through various training mechanisms.

Salary

$55,000.00-$90,000.00

Skills & Requirements

Must-have

  • Branch operational efficiency
  • Compliance with firm policies
  • Client account resolution
  • Staff supervision and training
  • Financial services industry experience

Nice-to-have

  • Professional and pleasant demeanor
  • Calm and professional in stressful situations
  • Service 1st attitude
  • Tact and diplomacy with customers

Key Requirements

  • Bachelors degree in related field
  • 1 year financial services experience
  • SIE required
  • Series 7 and 66 required
  • Obtain Series 9 & 10 within six months

Work Rights

Not specified

Tailored Resume

Cover Letter