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Branch Operations Manager - Newtown, PA
Remote / Online - Candidates ideally in
Newtown, Bucks County, Pennsylvania, 18940, USA
Listed on 2026-07-21
Newtown, Bucks County, Pennsylvania, 18940, USA
Listing for:
Raymond James Financial, Inc.
Remote/Work from Home
position Listed on 2026-07-21
Job specializations:
-
Management
Business Administration -
Finance & Banking
Business Administration
Job Description & How to Apply Below
* + Performs back-up for all operational functions as required by workloads and absences.
+ Works directly with home office personnel to coordinate branch-home office workflow.
+ Completes self-audit of branch procedures.
+ Assists Branch Manager with confidential matters and compliance visits and replies.
+ Assists Branch Manager with controlling expenses and operating at peak efficiencies.
+ Oversees ordering of supplies, purchase orders and postage usage.
+ Maintains accounting of branch petty cash.
+ May review branch invoices and operating statements.
+ Researches and resolves complex problems relating to client accounts and inquiries.
+ Assists Branch Manager in disseminating information at regular branch meetings.
+ Coordinate rent, facility, office maintenance and cleaning/security issues.
+ Recruits, selects, orients, trains and supervises branch operations associates.
+ In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
+ Reviews daily work of operations associates.
+ Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
+ Ensures daily staffing levels and cross-training is adequate.
+ Coordinates registrations, continuing education, licensing, etc. of branch personnel.
+ Performs other duties and responsibilities as assigned. May perform some Branch Manager duties
** Education/Experience Requirements*
* + Bachelor's degree and three years' experience in the financial services industry, preferably including related operational management and supervisory experience
~or~
+ An equivalent combination of experience, education and/or training as approved by Human Resources
** Licenses Required*
* + SIE required provided that an exemption or grandfatheringcannot beapplied
+ Series 7, 9 &10
+ Series 63, 65 and/or 66 as required bystate
+ Ability to obtain additional securities and advisory state registrations if required bystate
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