Branch Operations Manager Trainee-charleston, Sc/savannah, Ga

Raymond James

Charleston, SC, USA
Hybrid
Client service and support
Financial advisor support
Operational efficiency
Raymond James is seeking a Branch Operations Manager Trainee for its offices in Charleston, SC, and Savannah, GA. The position involves providing essential administrative support to Financial Advisors and clients, requiring strong communication and organizational skills in a fast-paced environment

Job Summary

  • This role provides high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
  • Responsibilities include serving as the first point of contact for client inquiries, managing best practices for various activities, and creating reports to build practice efficiencies.
  • Raymond James offers a people-first culture that honors, values, and respects the uniqueness, experiences, and backgrounds of all associates.

Matching Summary

Match Score: 85

Raymond James is seeking a Branch Operations Manager Trainee for its offices in Charleston, SC, and Savannah, GA. The position involves providing essential administrative support to Financial Advisors and clients, requiring strong communication and organizational skills in a fast-paced environment.

Skills & Requirements

Must-have

  • Client Service and Support
  • Financial Advisor Support
  • Operational Efficiency
  • Task Management and Prioritization
  • Client Onboarding and Account Management

Nice-to-have

  • Client Relationship Management
  • Team Leadership and Mentorship
  • Continuous Professional Development
  • Proactive Problem Solving

Key Requirements

  • High School Diploma or equivalent
  • Five (5) years of financial services industry experience
  • SIE required
  • Series 7 required
  • Bachelor's degree in Accounting, Business Administration, or Finance preferred

Work Rights

Not specified

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