Branch Operations Assistant

KY-Fort Wrightonsite

Posted 5 days ago · via Workday

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About this role

About the Role: Be responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill . The Impact You’ll Make: Answer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between financial advisors and internal PWM support teams Assist the Social Media strategy for the branch, including LinkedIn, Website, X, etc.…

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reqspace match rubric

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Level fit

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Domain experience

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Recency

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Location fit

This role is based in KY-Fort Wright. We weight your proximity and willingness to relocate.

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