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Branch Operations Manager Trainee - Greenwich, CT

Raymond James Financial, Inc. | Greenwich, United States | Posted June 23, 2026

Position Overview

**Essential Duties and Responsibilities:**

+ Become trained and skilled to effectively and efficiently function in the Operations Manager role:

+ Performs back-up for all operational functions as required by workloads and absences.

+ Works directly with home office personnel to coordinate branch-home office workflow.

+ Completes self-audit of branch procedures.

+ Assists Branch Manager with confidential matters and compliance visits and replies.

+ Assists Branch Manager with controlling expenses and operating at peak efficiencies.

+ Oversees ordering of supplies, purchase orders and postage usage.

+ May review branch invoices and operating statements.

+ Maintains branch operational manuals.

+ Researches and resolves complex problems relating to client accounts and inquiries.

+ Assists Branch Manager in disseminating information at regular branch meetings.

+ Coordinates rent, faci...

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