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.
Reporting to the Chief Financial Officer, the Financial Analyst position is primarily responsible for financial accounting and reporting across the firm.
The Financial Analyst will support all aspects of monthly, quarterly and annual financial reporting and will be responsible for the month-end close, journal entries, and preparation of the financial statements. In addition, the Financial Analyst will prepare the monthly balance sheet and income statement analysis schedules and maintain certain account reconciliations.
The Operations Manager is primarily responsible for the overall operational and business functions within assigned branches. The Operations Manager works closely with the Divisional President and Head of Operations to supervise all operational, assigned risk/compliance functions, service and transition duties for the covered branches which also includes the management of all sales support personnel within those locations.