Branch Operations Manager- Boca Raton, FL
Core
Manage overall operational efficiency of a financial services branch office, ensuring compliance with firm and regulatory policies while supervising operations associates.
Role type
Branch Operations Manager
Builds
Branch office operations and client account support
Domain
Financial Services / Securities
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Operational management, regulatory compliance, staff supervision, financial analysis, expense control, facility management, recruitment and training, performance management, complex problem resolution
Preferred skills
Experience in operational management and supervisory roles
Technologies
None stated
Responsibilities
Direct day-to-day operational functions, coordinate branch-home office workflow, conduct self-audits of branch procedures, control expenses and manage petty cash, oversee supply ordering and postage, research and resolve complex client account issues, recruit, select, orient, train, and supervise branch operations associates, conduct performance appraisals and salary reviews, evaluate workload and assign tasks, ensure adequate staffing and cross-training, coordinate registrations and licensing for personnel
Seniority
Mid-level Manager