Branch Operations Manager

EQH•Overland Park, KS

2d•Onsite

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a dynamic Branch Operations Manager to join our team! This position is a onsite work position based out of our Overland Park, KS office.

Requirements

5 year+ of Business Operations Experience
Ability to work in a face paced environment while serving in different capacities
Proven success working with confidential material – must be discreet and trustworthy
Proficient with Microsoft Office Suite (Outlook, Word, Excel, etc.)
Proactive decision-making skills
Ability to collaborate
Strong Verbal and Written communication skills
Willing to obtain FINRA Series 7 license within your first year

Nice To Haves

Continuous Learning: Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others.
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

Responsibilities

Manage the day-to-day operations of the office.
Handling correspondence, communications, and document preparation for the branch.
Assisting with meeting/DSF training organization, agendas, presentations, and follow-ups.
Acting as a liaison between internal/external stakeholders and coordinating Sales management team.
Handle escalate operations issues.