Operations Manager

Company: Mission Financial
Location: Saint Peters
Posted on: September 4, 2020

Job Description:

Job Purpose:--Under the direction of the Branch Owner, manage the overall operational efficiency of the branch office. Supervise Financial Advisors, Registered Assistants, and compliant branch procedures and activities aligned with Raymond James corporate policy. In addition to compliance oversight, create and facilitate a warm, hospitable atmosphere for clients visiting and/or calling the branch. Facilitate day-to-day administrative functions and procedures. Use extensive knowledge and skills obtained through education and experience to identify, research, analyze and resolve complex issues.Company Culture:----Mission Financial is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients' livelihood and their life's work means that every workday activity and interaction requires the highest degree of ethics and professionalism. Your daily activities are to be completed correctly and efficiently the first time. Our continued success depends on a diverse array of professionals working together toward common goals and each of us promoting a shared culture of excellence and mutual accountability.Mission Financial is also a unique work environment that values teamwork and strategic cooperation among both its advisors, administrators and its team. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone's unique talents. Mission Financial expects all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.--Our Mission is twofold:----------------1) Successfully and profitably achieve our clients' Most Important Financial Goals.--------2) Give back a portion of our company profitability and time to people in need by partnering with Charitable organizations within our community.--Knowledge / Requirements: Bachelor's Degree 5 or more--years' experience in securities industry field supervision or complianceSeries 7, 66 or 63/65, & 9/10 or 24 licenseKnowledge of investment concepts, practices, policies and procedures used in the financial services industryKnowledge of compliance laws and regulations used in the investment advisory and securities environmentMS Excel, Word, Outlook and PowerPoint proficiency to produce presentations, maintain spreadsheets, and to correspond with the Mission Financial team--?Job Skills:--Effective problem-solving skills to resolve questions from the Home Office, Branch Owner and Mission TeamOrganize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environmentEffective communication skills to share compliance suggestions with the Mission TeamDetail oriented to ensure accuracy of reports and correspondenceServe as a role model and lead others in providing excellent service to Clients and the Mission TeamProfessional, service-oriented demeanorAbility to keep all appropriate parties up-to-date on decisions, changes, and other relevant information.Establish and maintain effective working relationships with Mission Team members and Home OfficeDemonstrate excellent work ethicWe offer Securities through Raymond James Financial Services: Founded in 1962 and a public company since 1983, Raymond James is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).Through its three broker/dealer subsidiaries, Raymond James Financial has more than 8,200 financial advisors serving client accounts in locations throughout the United States, Canada and overseas. Total client assets are approximately $877 billion.Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Keywords: Mission Financial, Saint Peters , Operations Manager, Executive , Saint Peters, Missouri