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Registered Operations Manager
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Full-time
- Key ResponsibilitiesManage activities that support business results, revenue growth, client experience and efficiencies in practice.
- Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured.
- Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
- Prepare and summarize client meetings by scheduling and confirming meetings, crafting an agenda and summary of meeting, escorting clients to advisors office and providing follow-up.
- Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities.
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