Branch Operations Manager Trainee-charleston, Sc/savannah, Ga
Chartwell Investment Partners
Charleston, SC, US
Client relationship management software
Excel for reporting
Effective multi-platform communication
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members
Job Summary
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
Manages budgeting and tracking of Financial Advisor expenses and creates reports to build more practice efficiencies.
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.
Matching Summary
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
Skills & Requirements
Must-have
Client relationship management software
Excel for reporting
Effective multi-platform communication
Fast-paced task management
Financial markets and regulations knowledge
Nice-to-have
Detail-oriented problem solver
Proactive initiative and follow-up
Calm under stressful situations
Team collaboration and efficiency
Key Requirements
5 years financial services experience
SIE, Series 7 required
Must obtain Series 9/10, 63, 65/66
Bachelor's in Accounting, Business, or Finance preferred