Description
The Branch Operations Assistant supports client service and compliance operations for a wealth management or portfolio management branch. The role handles internal inquiries, social media support, branch operations, deposits, mail, supplies, and special projects while coordinating with financial advisors and internal support teams. A high school diploma is required, with customer service or administrative experience and Microsoft Office proficiency preferred or expected. Compensation is $22.52–$29.54 per hour, with bonus potential of up to 8.5% of base pay.
