** POSITION IS ON-SITE IN WOODBRIDGE NJ
Job responsibilities
- Local operations champion and is a key resource to the Compex chief Operating Officer for the Northeast
- Local point of contact for all new associates
- Delivers technical onboarding support for all new advisors and works with Technology/Digital Leads
- Guides PEP through the onboarding process and follows up with regard to outstanding requirements
- Schedules 1:1 meetings with district managers to ensure all candidate flow is accurate
- Completes the pre-hire process for all new associates. Process includes coordinating applications, conditional offer letters, background checks, CLEAR report, and assembling pre-hire folder
- Works with district managers to ensure data in Smartsheet is accurate
- Works in concert with Talent Acquisition and sources/follows up w/ leads as needed
- Supports Branch-Wide communications and works in concert with COO to communicate key items
- Is the location liaison and works with building management
- Works in concert with Marketing Lead to assist with creating and designing Branch-specific communication pieces and marketing communication
- Facilitate monthly Managers meetings, include offsite events
- Support all branch events
- Create, edit and release monthly newsletters
- Is a backup to checks, correspondence, and other critical mail processing
- Back up for printing and stationary for office are supplied and order as necessary
- Ensures marketing materials are ordered and inventory is maintained
- Backup to technology troubleshooting and works with Technology Manager as needed
- Backup for organizes moving with local vendors if FP’s move and move out of office
- Back up to support in management of conference rooms.
- Backup to enforcement of health and safety and standard operation procedures
Required and/or preferred qualifications
- Bachelor’s degree required
- 2+ years' professional business experience, financial industry experience a plus
- Advanced knowledge of Microsoft Office Suite (all versions) including MS Excel
- Excellent written and verbal communication skills
- Proven record of guiding people through a process
- Strong analytical and critical thinking skills with keen interest to further develop these abilities
- Reliable with excellent prioritization skills, a clear focus on results and meeting deadlines
- Strong interpersonal skills, maturity and good judgment
- Experience working on projects with multiple, cross-functional stakeholders
- Highly organized and results-motivated
- Ability to serve as primary contact to and communicate with financial professionals with diplomacy and tact
- Quick to learn and implement, regardless of result
- Able to resolve conflict, problems, and function independently
- Understands the need for confidentiality at all levels of work
