Administrative Manager (Rockland / Wellesley / Boston)

Posted 2 months ago

Our client, a wealth management company, is hiring an Administrative Manager.

Role is onsite in one of the following locations

  • Rockland
  • Wellesley
  • Boston

Your team

We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You’ll be a member of the branch team, reporting directly to the Market Administrative Office and working closely with the branch manager. You’ll manage a group of support staff across your branch, acting as a coach on all aspects of the role.

Your Responsibilities:

  • manage branch administration, including branch facilities, and provide administrative support
  • recruit, select, onboard, train and manage administrative support staff
  • conduct performance reviews and make personnel decisions related to compensation and promotion
  • educate all employees on administrative policies and procedures
  • escalate supervisory issues when necessary and follow-up locally on issues identified by the management team

Your expertise

  • ideally 3 years of relevant management experience in branch operations, within a leading financial institution
  • series 7, 66 and 9/10
  •  known for your ability to work well in partnership
  • motivated, self-directed and driven
  •  skilled at creating a positive business culture (you have the human touch)