Job Description

Application Deadline:

03/15/2026

Address:

649 Scottsdale Drive

Job Family Group:

Wealth Sales & Service

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 mainten...

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