Pcg Branch Liaison Job in Nashville, Tennessee US
Pcg Branch Liaison
Provides administrative support to the Branch Manager and is the key contact for operational and administrative activities in a satellite branch within a centralized operations and compliance structure. This includes checks and security receipts, check disbursements, processing incoming and outgoing correspondence, HR administration, along with coordinating branch facilities management. Responsible for maintenance of the branchs correspondence files. Responsible for expense reports, setting up meetings and travel arrangements. Interacts with the Main Office in the Market/Complex to facilitate the local operational and administrative functions as required by the Market/Complex Operations and Administration teams. Prepares branch correspondence to clients, and will act as the Branch Managers Client Associate and/or Assistant, working with the Branch Manager and/or FAs with a variety of administrative functions. Required to remain current on all new corporate policies, procedures and applications as well as industry rules and regulations. Basic Qualifications: Series 7 and 63 (or equivalent) licenses required; 1+ years of financial services experience. Minimum Qualifications: Client service oriented; detail oriented and ability to multi-task. Good written and verbal communication skills. Series 7 and 63 (or equivalent) licenses required; 1+ years of financial services experience Preferred Skills: Series 65/66 preferred Experience supporting brokerage related operations functions Experience completing tasks in a timely and efficient manner Microsoft Office Suite experience focused on creating, editing and analyzing data Skilled in assessing investment related documents or client information to determine appropriate business and client resolution Experience comparable investment service related systems