Central Supervision Analyst
Davenport & Company LLC•Richmond, VA
•$70,000 - $100,000•Onsite
About The Position
This full-time, exempt position is responsible for providing branch supervisory support for all retail sales activities throughout the firm. This individual will report to the manager of Central Supervision.
Requirements
- Four-year degree or equivalent work experience in brokerage field
- Series 7 and 66 (or Series 63 & 65)
- Series 9/10 (or equivalent) required
- Excellent communication skills
- Ability to maintain confidentiality
- Organized with good analytical skills and attention to detail
- Working knowledge of Microsoft Word, Excel and Adobe Acrobat
- Self-starter, capable of working with limited supervision
- Ability to prioritize work assignments
Nice To Haves
- Supervisory experience preferred
- Life, Health, and Variable insurance license preferred
Responsibilities
- Provide supervisory support for assigned retail branches including review of daily trades, correspondence (electronic and hard copy), new accounts, monthly/quarterly account reviews, and other such supervisory responsibilities as needed
- Work closely with each assigned branch in order to ensure proper supervision of retail activity
- Serve as the branch manager for approval of daily administrative retail sales tasks on an as-needed basis
- Assist in maintaining and updating procedure manuals and branch supervisory procedures
- Build strong relationships with assigned retail branches and home office personnel
Benefits
- Safe harbor 401(k) contribution
- Profit sharing plan
- Disability and life insurance
- High-deductible health plan with a HSA
- On-site Health Center
- Paid Time Off
- Elective dental benefits
- Wellness programs
- Company sponsored volunteer opportunities during business hours
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
