Complex Administrative Manager (Scottsdale, AZ)
Core
Manage the overall efficiency and supervision of complex branch offices, leading large projects and resolving complex issues in financial services.
Role type
Senior administrative manager (branch operations)
Builds
Efficient branch operations and support staff teams
Domain
Financial services / Wealth management
Required skills
Supervision, performance management, budgeting, expense tracking, regulatory compliance, staff recruitment, branch expansion coordination
Preferred skills
Securities licenses (Series 7, 9, 10, 63, 65, 66), SIE
Technologies
N/A
Responsibilities
Recruit, select, train, and supervise operations support associates; Manage hiring/termination of financial advisors and trainees; Conduct performance appraisals and salary reviews; Monitor daily work and ensure adequate staffing; Coordinate registrations, continuing education, and licensing; Maintain complaint records and ensure E&O filings; Assist with expense control and budget monitoring; Participate in physical establishment of new branches or satellite offices; Oversee office maintenance, cleaning, and security.
Seniority
Senior, hands-on IC