Branch Operations Manager Trainee-Charlotte, NC
About the role
Learn how to manage overall operational efficiency of the branch office. Through various training mechanisms, gain knowledge of day to day operational functions and how to ensure compliance with firm and regulatory policies and procedures.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We Expect Our Associates At All Levels To Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.
Responsibilities
- Performs back-up for all operational functions as required by workloads and absences.
- Works directly with home office personnel to coordinate 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