What are the responsibilities and job description for the Branch Office Manager position at Financial Independence Group?
💼 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.
