Job description
We are currently on a search for one of our Top Tier Investment Banking firms that is currently looking for Series 10 & 11 Professionals to join their growing team. This is a excellent opportunity to work as part of Wealth Management Americas. Team helps high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You’ll be a member of the branch team, reporting directly to the Market Administrative Office and working closely with the branch manager. You'll manage a group of support staff across your branch, acting as a coach on all aspects of the role.
Job Description:
- Manage branch administration, including branch facilities, and provide administrative support
- Recruit, select, onboard, train and manage administrative support staff
- Conduct performance reviews and make personnel decisions related to compensation and promotion
- Educate all employees on administrative policies and procedures
- Escalate supervisory issues when necessary and follow-up locally on issues identified by the management team
The role will be Onsite and possible in a Hybrid Model based out of either the Boston, MA | Peadbody, MA | Rockland, MA | Wellesley, MA office. Compensation package will include Base Salary + Bonus + PTO + Benefits.
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