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Office Operations Manager

Newport Beach, CA 92660

Posted: 03/16/2023 Employment Type: Permanent Industry: Wealth Management Job Number: 17373 Pay Range: $115,000 - $120,000 DOE

Job Description

A wealth management company is seeking an Office Operations Manager to oversee their Long Beach and Newport Beach locations. This role will be primarily based out of Newport Beach, with periodic travel to the Long Beach office.  As the Office Operations Manager, you will work closely with the Branch Managers to ensure smooth operations and strict adherence to all company policies, procedures and security industry regulations. The ideal candidate for this job will have strong leadership qualities, attention to detail and exceptional organization skills to be successful overseeing both offices.

Pay Range: $115,000 - $120,000 DOE

  • Supervising check deposits
  • Visit branch locations
  • Oversee 5 direct reports (Client Associates and Receptionists)
  • Oversee 6 advisors and do approvals and reviews of their business
  • Approve new accounts, money movement, and review emails
  • Handle staffing issues or coverage issues
  • Communicate changes to Branch Managers
  • Stock kitchen and office supplies
  • Handle IT problems and get them resolved
  • Ensure compliance with securities standards and processes
  • Help with any problems that come up between front and back office

  • Series 7 and 66 licenses
  • Prior supervisory experience
  • At least 5+ years’ experience in securities operations/branch management
  • Accounting background preferred
  • Bachelor's degree preferred

  • Comprehensive health insurance
  • 401k retirement plan with employer match
  • Paid vacation time and sick leave
  • Opportunities for growth and development

Join our client as an Office Operations Manager and take your career to the next level by applying today!

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