Job Description

💼 Job Title: Branch Office Manager

📍 Location: Lake Norman, NC

📅 Employment Type: Full-Time

As part of the team, Branch Office Manager leads the back-office operations of the office including managing / leading the service team as well as the servicing advisors of the office.

YOUR DUTIES AS A BRANCH OFFICE MANAGER

• Lead the office in a variety of areas including maintaining operational procedures, technology implementation and enhancements, enriching the client experience.
• Manage the account opening and ongoing account management processes working with the advisor the client, and the team(s), leveraging the technology platform.
• Service as primary point of contact for the client including but not limited to answering questions, processing requests, proactive outreach with updates on accounts.
• Train new employees on operational processes & procedures.
• Handle escalations of issues including but not limited to working with the custodian(s) and / or Alphastar team to help team members get issues resolved quickly and effectively.
• Be a boots-on-the-ground culture advocate for the company.
• Work closely with each team to ensure business gets processed accurately, efficiently, and follows all compliance standards.
• Support the company in a variety of other duties and responsibilities as required by your supervisor.

WHY YOU ARE THE RIGHT PERSON

• Demonstrates proficient industry experience and knowledge with 5+ years of financial services experience in a similar role.
• Works each day with a positive attitude and a passion for delivering exceptional results.
• Presents a consistently humble and friendly disposition with the team and clients.
• Demonstrates the ability to maintain accuracy and consistency in all areas of the job.
• Fosters and builds relationships internally and externally.
• Engages in collaboration with other teams throughout the organization to increase efficiency with the mindset that Unique Perspectives Drive Optimal Solutions .
• Have a passion for the customer experience while maintaining scalability.
• Commitment to continuous learning and professional development, believing that Coaching is Endless and Growth has No Limits .
• Excellent communication and interpersonal skills.

OUR VISION

To simplify and execute the financial dreams of families around the world .

COMPANY VALUES

Unique perspectives drive optimal solutions.

Master begins with humility.

Coaching is endless and Growth has no limits.

Perpetual excellence .

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