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Office Operations Manager - Brokerage/Investment - Abilene, TX

Advantage Resourcing is now seeking an Office Operations Manager, in the Brokerage/Investment department, for an award-winning financial institution located in Abilene, TX!


If you are looking for a career opportunity with an outstanding company, APPLY NOW!



  • Oversee the daily operations of the investment advisor office
  • Provide clerical support to the Managed Sales Representatives
  • Ensure that operations adhere to the organization's financial and business strategies
  • Provide high level service to customers and prospective clients
  • Process documentation regarding the opening and closing of client accounts
  • Prepare receipts, withdrawal orders and transfer confirmations as necessary
  • Monitor the purchase and sale of securities for clients
  • Ensure accuracy of transactions and account maintenance
  • Ensure compliance with all relevant government regulations
  • Resolve escalated issues arising from operations and matters requiring coordination with other bank departments
  • Participate in job specific training and various bank training programs as necessary
  • Comply with BSA, AML and all bank policies and procedures as required
  • Other duties as may be assigned



  • Must be a self-starting individual with strong leadership skills
  • Either a Bachelor’s degree, 5+ years of Professional Office Management experience, or 3+ years of Brokerage Office employment is required
  • This position requires NASD Series 7 licensure be obtained within 12 months of employment
  • Excellent organizational, interpersonal, and communication skills are required
  • Must be proficient with computers – including word processing and spreadsheet software
  • Flexibility, professionalism, and the ability to work in high stress situations while accurately multitasking is a must
  • Attention to detail and a high degree of mental concentration is required


All Candidates Must be Consenting to a Background Check and Drug Screen


If this sounds like you, DON’T DELAY  - APPLY NOW!



Keywords: operations manager, office manager, investment, banking, finance, management, administrative, clerical, finance management, broker, brokerage, investment management

Job ID:

Abilene, TX

Job Type:
Full Time, Temp Position



Apply for this Position

Office Operations Manager - Brokerage/Investment

City, State or Zip Code: Abilene, TX

Position Type: Full Time, Temp Position

Date Posted: 10/29/2018