Branch Operations Assistant

Job description

About the Role: 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. The Impact You’ll Make: - 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 d...