Your role
We're looking for a South Florida Market Administrative Officer to:
• lead the operations and administrative team, conducting performance reviews and making personnel decisions
• manage administration, including facilities, and oversee overall cost management
• make sure all employees complete required training and receive coaching on administrative policies, procedures and risk management and comply with all legal and regulatory requirements
• guarantee that the team meets service excellence standards
• oversee new client accounts, client correspondence and communications with the public
• act as a point of escalation for service breaks, operations issues and business continuity, resolving escalated issues from branches
Your team
You'll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You'll be a member of the market team, reporting directly to the Divisional Administrative Office and working closely with the Market Head. You'll lead a team of administrative managers and support staff across your market acting as a coach on all aspects of the role.
Your expertise
• ideally 7 years of experience with a leading financial institution
• management experience as administrative manager or other substantive leadership role
• series 7, 66 and 9/10
• motivated, self-directed and driven
• comfortable working in partnership and able to delegate effectively
• skilled at creating a positive business culture (you have the human touch)