Branch Administrator, Private Wealth

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.

• Manages client documentation for correspondence and set-up.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Supervises the day-to-day operational activities by coordinating the work flow of less-experienced staff.
• Organizes and files records of office activities and business transactions. Administers a filing system to ensure the availability of reports, forms, and other documentation.
• Creates, maintains, and enters information into databases.
• Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g., documents, tracks, and communicates maintenance requests to appropriate areas for execution).
• Maintains office supplies inventory a...