Branch Operations Manager Trainee (palm Desert, Ca)

Raymond James

Palm Desert, CA, US
$55,000.00-$90,000.00 py
**
Branch operational efficiency
Compliance with firm policies
Workflow coordination
** Raymond James is seeking a Branch Operations Manager Trainee in Palm Desert, CA, who will learn to manage the branch's operational efficiency while ensuring compliance with firm and regulatory policies. The role involves training in various operational functions and supporting the Branch Manager in daily tasks. **

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, conducting performance management and salary reviews.

Matching Summary

Match Score: 75

** Raymond James is seeking a Branch Operations Manager Trainee in Palm Desert, CA, who will learn to manage the branch's operational efficiency while ensuring compliance with firm and regulatory policies. The role involves training in various operational functions and supporting the Branch Manager in daily tasks. **

Salary

$55,000.00-$90,000.00

Skills & Requirements

Must-have

  • Branch operational efficiency
  • Compliance with firm policies
  • Workflow coordination
  • Client account resolution
  • Staff supervision and training

Nice-to-have

  • Service 1st attitude
  • Tact and diplomacy
  • Influence and motivate others
  • Fast-paced work environment

Key Requirements

  • Bachelors degree or equivalent experience
  • 1 year financial services experience
  • SIE required
  • Series 7 and 66 required
  • Ability to obtain Series 9 & 10 within six months

Work Rights

Not specified

Tailored Resume

Cover Letter