Key skills
CommunicationSales
About this role
Role Overview
- Manage, support and execute all business administration and service functions within the market
- Facilitate communication and training for local staff
- Ensure compliance standards are met in partnership with the Risk team
- Assist in the coordination of assigned accounts for redistribution and customer retention
- Collaborate with their market on the new hire process and training orientation
Requirements
- A bachelor's degree with 2 years' experience or 5 years industry working knowledge
- Significant industry experience supporting licensed functions, including support staff, Sales Staff and Investment employees
- Organized with strong attention to detail
- Ability to prioritize work tasks
- Identify issues and trends and communicate possible solutions
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development opportunities