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Job Snapshot
-
Employee Type:
Full-Time -
Location:
Brea, CA -
Job Type:
-
Experience:
Not Specified -
Date Posted:
12/5/2024
Job Description
Job Summary:
Blunt Wealth Services is seeking an Operations Manager to manage the overall operational efficiency of the branch office. The Operations Manager will direct day to day operational functions, run project management, ensure compliance with firm and regulatory policies and procedures, and have a strong affinity for organization and process. Additionally, you enjoy working in a team environment. When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side!
Essential Duties and Responsibilities:
%26middot; Performs all operational functions as required by workloads and absences.
%26middot; Assists Branch Owner with confidential matters such as compliance visits.
%26middot; Assists Branch Owner with controlling expenses and operating at peak efficiencies.
%26middot; Researches and resolves complex problems relating to client accounts and inquiries.
%26middot; Assists Branch Owner in running regular branch meetings.
%26middot; Recruits, selects, orients, trains, and supervises branch operations associates.
%26middot; Conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
%26middot; Reviews daily work of operations associates.
%26middot; Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
%26middot; Ensures daily staffing levels and cross-training is adequate.
%26middot; Coordinates registrations, continuing education, licensing, etc. of branch personnel.
%26middot; Performs other duties and responsibilities as assigned. May perform some Branch Manager duties.
Job Requirements
Qualifications:
Knowledge of
%26middot Company policies and procedures and industry rules and regulations.
%26middot Investment concepts, practices and procedures used in the securities industry.
%26middot Financial markets and products.
%26middot Human resource management principles and practices.
Skill in
%26middot Project management
%26middot Organization
%26middot Leadership
%26middot Time management
Ability to
%26middot Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
%26middot Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a service attitude.
%26middot Project a professional and pleasant appearance and demeanor to work with clients utilize tact and diplomacy in dealing with customers in a deadline-driven environment.
%26middot Employ good analytical skills to be able to research account information and resolve problems.
%26middot Establish and communicate clear directions and priorities.
%26middot Utilize good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel.
%26middot Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.
%26middot Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
%26middot Work independently, under minimal supervision.
Educational/Previous Experience Requirements:
Bachelor%26rsquos degree (B.A.) from four-year college or university
Licenses/Certifications:
None required
Blunt Wealth Services and its employees are independent contractors with respect to Raymond James not employees of Raymond James. The term %26ldquoRaymond James%26rdquo includes, but is not limited to Raymond James Financial Services, Inc. (%26ldquoRJFS%26rdquo) and Raymond James Financial Services Advisors. Inc. (%26ldquoRJFSA%26rdquo) as affiliates.
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.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
