Key skills
CommunicationSales
About this role
Role Overview
- Manage, support and execute all business administration and service functions
- Facilitate communication and training for local staff
- Ensure compliance standards are met
- Assist management of the sales reporting for field teams
- Manage and promote bank initiatives and projects
Requirements
- A bachelor's degree with 2 years' experience or 5 years industry working knowledge
- Significant industry experience supporting licensed functions
- Organized with strong attention to detail
- Ability to prioritize work tasks
- Identify issues and trends and communicate possible solutions
- Optional Series 7, 63, 65 (or 66) other licenses as required by manager
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Career development
- Reward and recognition