Branch Operations Lead

Raymond James; Fort Lauderdale (FL); On-site; USD 85,000 - 110,000; Full time

Job summary

Raymond James in Fort Lauderdale seeks an experienced Branch Operations Manager to oversee the daily operating efficiency of the branch, ensure compliance with firm and regulatory policies, and resolve complex operational issues.

You will lead staff, coordinate with home office, perform audits, manage budgeting and facilities, and support branch leadership in delivering client service with integrity.

Qualifications

• Bachelor’s degree and three years’ experience in the financial services industry, preferably including related operational management and supervisory experience
• Equivalent combination of experience, education and/or training as approved by Human Resources

Responsibilities

• Performs back-up for all operational functions as required by workloads and absences
• Coordinates 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
• Maintains accounting of branch petty cash
• Researches and resolves complex problems relating to client accounts and inquiries
• Assists Branch Manager in disseminating information at regular branch meetings
• Coordinate rent, facility, office maintenance and cleaning/security issues
• Recruits, selects, orients, trains and supervises branch operations associates
• In conjunction with the Branch Manager conducts ongoing performance management
• Reviews daily work of operations associates
• Evaluates workload and responsibilities of support staff to determine necessary assignment changes
• 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. May perform some Branch Manager duties

Education

Bachelor’s degree

Business Administration

Finance

Job description

Raymond James in Fort Lauderdale seeks an experienced Branch Operations Manager to oversee the daily operating efficiency of the branch, ensure compliance with firm and regulatory policies, and resolve complex operational issues.

You will lead staff, coordinate with home office, perform audits, manage budgeting and facilities, and support branch leadership in delivering client service with integrity.