The Branch Operations Manager works closely with Branch and District Managers, managing day-to-day branch operations, providing overall support for achieving goals and increasing growth.
Specific responsibilities include:
Managing staff workflow, including supervision of Reception, Mailroom, Workstation Support, Administrative Support and other positions based upon the size and characteristics of the Branch
Administering company policies at the Branch level
Acting as Field Liaison for the Region/Headquarters
Developing and implementing efficient procedures throughout the Branch
Facilitating communications within the Branch/Region
Interfacing with the DMs on issues of performance, workflow, and operating procedures
Supporting HQ initiatives that help develop, improve, or eliminate processes in order to create value and more effective and efficient support to the field
Acting as a resource by sharing time and expertise to assist HQ in the development of new programs and serving on committees
Coordinating Associate activities, including where applicable large case support, new business liaison (NOC) and special support needs.
General administrative responsibilities
Bachelor's degree, major in business preferred
FINRA Series 7 required for consideration
Prior supervisory experience, managing a team and motivating them to achieve goals
Graduate business degree helpful
FINRA Series 24 and Series 63/66 preferred; must be passed within six (6) months from date of appointment if not currently registered. Additional exams may be required according to business needs.
Excellent leadership skills
Other related industry designations, certificates, licenses or course work helpful.
Expertise with Microsoft Office tools (Outlook, Word, Excel).
Experience in or knowledge of insurance, securities or financial services providers helpful.
Displays good judgment and decision-making skills.
Understands the need for confidentiality at all levels of work.
Knowledge of office equipment (copiers, fax, scanners, computers, printers, phone system, etc.)
Ability to serve as primary contact to and communicate with internal/external clients with diplomacy and tact.
Ability to multi-task, prioritize, follow-up to ensure deadlines are met.
Intermediate problem solving skills.
NOTE: AXA participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.
We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family.