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Branch Operations Manager Trainee-Boulder, CO

Company: Raymond James Financial Inc.
Location: Boulder
Posted on: September 19, 2022

Job Description:

Job SummaryLearn how to manage overall operational efficiency of the branch office. Through various training mechanisms, gain knowledge of day to day operational functions and how to ensure compliance with firm and regulatory policies and procedures. - - -Essential Duties and Responsibilities--- - - -Become trained and skilled to effectively and efficiently function in the Operations Manager role:--- - - -Performs back-up for all operational functions as required by workloads and absences.--- - - -Works directly with home office personnel to coordinate branch-home office workflow.--- - - -Completes self-audit of branch procedures.--- - - -Assists Branch Manager with confidential matters and compliance visits and replies.--- - - -Assists Branch Manager with controlling expenses and operating at peak efficiencies.--- - - -Oversees ordering of supplies, purchase orders and postage usage.--- - - -May review branch invoices and operating statements.--- - - -Maintains branch operational manuals.--- - - -Researches and resolves complex problems relating to client accounts and inquiries.--- - - -Assists Branch Manager in disseminating information at regular branch meetings.--- - - -Coordinates rent, facility, office maintenance and cleaning/security issues.--- - - -Performs other duties and responsibilities as assigned. May perform some Branch Manager duties if Series 9 & 10 licensed.--- - - -Recruits, selects, orients, trains and supervises branch operations associates.--- - - -In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch personnel files.--- - - -Reviews daily work of operations associates; Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.--- - - -Ensures daily staffing levels and cross-training is adequate.--- - - -Coordinates registrations, continuing education, licensing, etc. of branch personnel.--- - - -Performs other duties and responsibilities as assigned.

Keywords: Raymond James Financial Inc., Boulder , Branch Operations Manager Trainee-Boulder, CO, Executive , Boulder, Colorado

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