Assistant Branch Operations Manager
Core
Provide operational and administrative support to the Branch Management Team and Advisor teams, managing client account activities and ensuring compliance standards.
Role type
Assistant Branch Operations Manager
Builds
Daily administrative operations, client account activities, branch facilities management
Domain
Financial Services / Wealth Management
Required skills
Attention to detail, Time management, Independent problem solving, Training coordination, Compliance management, Transaction verification
Responsibilities
Approve incoming and outgoing daily transactions, Verify and action requests submitted by sales support staff, Verify documentation and approve account openings, Assist with training new branch support staff, Ensure compliance and internal control requirements are met, Manage branch technology access, setup, and troubleshooting