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...