Branch Office Manager manages all aspects of the onsite branch office. Collects and analyzes data for the project and makes the development strategy. Being a Branch Office Manager provides technical support for the marketing staff. Evaluates the scope of the engineering or architecture project and provides recommendations for improvement. Additionally, Branch Office Manager may provide guidance on more complex issues. Requires a bachelor's degree. Typically reports to a director. The Branch Office Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Branch Office Manager typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Are you looking to be part of an energetic and innovative team where you’re valued for what you bring to a position through your skills, education and experience?
We are a multi-faceted, fee-based investment advisory firm with offices throughout the United States. We are an organization where we believe the first step in successful investment management is sound financial planning, ensuring that every client get the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.
Some of the great benefits for employees are:
Bonus Eligible Position in addition to stated salary
· 401k matching
· Employer paid medical
· Employer paid dental
· Employer paid vision
· Employer paid AD&D and Life Insurance
· Health Savings Account
· Wellness benefit program
· Paid vacation and sick time
· Casual Fridays
· Paid NYSE Holidays
· Snacks, sodas and amazing coffee!
We are looking for a new member to join our dynamic team!
The primary function of the Branch Office Administrator is to provide administrative and operational support to our financial advisors by putting the needs of the client first and consistently demonstrating exceptional service. This position performs moderately complex to complex tasks in the areas of administrative support and client service in a paperwork-intensive environment.
The Branch Office Administrator is a liaison between our company, our custodians, the Financial Advisor(s) and clients. The Branch Office Administrator should enjoy the challenge of working in a culture that generates a high level of activity coupled with an atmosphere which provides the opportunity to learn and grow within this profession.
Essential Functions:
Travel: 0%
Required Education & Experience:
Preferred Education & Experience:
Work Environment & Physical Demands:
Indoor, office setting with essential physical requirements, such as climbing, standing, stooping or typing. Possibility of physical effort/lifting up to 20 to 50 pounds.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
Schedule:
Experience:
Ability to Relocate:
Work Location: In person
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