Job Description

We are currently seeking a dynamic, high-energy individual to provide operating support to the Branch Managers, District Vice Presidents, and advisors in this key growth location. This key business partner will be a vital in ensuring the successful onboarding of new professionals along with supporting the District Vice Presidents.

• Local point of contact for all new associates
• Works with Technology Manager to ensure PEP receives materials and technology
• Guides PEP thru onboarding process
• Assists with exam prep and scheduling
• Is a partner with Onboarding Manager
• Works with DMs in office around interview prep material and organizes.
• Works with DMs to ensure data in Smartsheet is accurate
• Ensures DMs have resources for meetings
• Preps interview materials for DMs
• Works in concert with Talent Acquisition and follows up w/ leads as needed

Experience Preferred:

• Able to resolve conflict, problems, and function independently
• Strong leadership skills
• Quick to learn and implement, regardless of result
• Proactive decision-making
• Can organize tasks and prioritize
• Meets deadlines
• Knows how to guide people thru a process
• Displays good judgment & partners where necessary
• Understands the need for confidentiality at all levels of work
• Ability to serve as primary contact to and communicate with financial professionals with diplomacy and tact
• 1-2 years experience

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