Branch Operations Assistant

Be responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill.

Answer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between financial advisors and internal PWM support teams

Assist the Social Media strategy for the branch, including LinkedIn, Website, X, etc.

Seek ways to enhance internal operations for the branch that provide FA(s) business effectiveness and marketability

Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of assisting our teams in implementing well-defined client service models

Collaborate with branch leadership to orchestra student worker and summer intern duties

Process daily check deposits

Maintain knowledge or compliance policies for internal associate inquiries

Maintain schedule of Broker of the Day call log on a quarterly basis for all incoming switchboard inquiries

Plan, coordinate and arrange for vendor luncheons, etc. Set up and maintain conference rooms, office supplies, and restocking