Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.
Opportunity to work closely with Branch Management to learn compliance, operational functions and administrative functions. Individual will interact daily with teams in branch, and will provide support to new teams joining the firm.
The Transition Management Specialists primary function is to assist transitioning advisors and their teams with all aspects of account opening, processing documents, and administrative reports/housekeeping items for newly hired advisors and their team.
The Operations Manager works closely with the Divisional President and Head of Operations to supervise all operational, risk, service and compliance functions for the assigned brancheswhich also includes the management of all sales support personnel within those locations.