Administrative Officer; Wealth Management
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for:
Atlantic Group
Full Time
position
Listed on 2025-12-14
Job specializations:
-
Administrative/Clerical
Business Administration, Administrative Management, Employee Relations
-
Management
Business Administration, Administrative Management, Employee Relations
Salary/Wage Range or Industry Benchmark: 100000 - 135000 USD Yearly
USD
100000.00
135000.00
YEAR
Job Description & How to Apply Below
Position: Administrative Officer (Wealth Management)
Job Overview – Administrative Officer (Wealth Management):
Compensation: $100,000 – $135,000/year
Location: Greenwich, CT
Schedule: Monday to Friday (In-Office)
Atlantic Group is hiring an Administrative Officer for our wealth management client in Greenwich, CT. This in-office leadership role is responsible for managing branch operations, overseeing administrative staff, and ensuring compliance with internal policies and procedures. You'll play a key role in maintaining daily efficiency, supporting client service initiatives, and fostering a professional, performance-driven culture within a leading financial services environment.
Responsibilities
as the Administrative Officer:
Branch Operations Oversight: Manage day-to-day administrative functions, including office facilities and workflow optimization.Team Management & Development: Lead recruitment, onboarding, training, and performance management for administrative support staff.Compliance & Policy Education: Educate employees on operational procedures and escalate supervisory matters as needed.Leadership & Culture: Drive a collaborative and professional branch environment that aligns with firm goals and compliance expectations.Performance & Personnel Decisions: Conduct evaluations, manage promotions, and execute compensation strategies for administrative staff.Qualifications for the Administrative Officer:
Education: Bachelor’s degree in Business Administration, Finance, or related field required.Experience: 2-5 years of administrative or operations experience within a leading financial institution, with prior leadership or managerial responsibilities.Licensure: Active FINRA Series 7, 66, and 9/10 licenses are required.Technical Skills: Proficient in Microsoft Office Suite (Excel, Word, Outlook), with the ability to learn internal systems and workflow tools.Skills & Attributes: Effective communicator and proactive leader with a collaborative mindset and a strong ability to foster a positive, solutions-driven team environment.Application Notice:
Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
