Market Administration Leader

at  US Bank National Association

Thousand Oaks, CA 91360, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate14 Oct, 2024USD 95455 Annual14 Jul, 2024N/ACommunication Skills,Customer Service Skills,Computer SkillsNoNo
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Description:

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

JOB DESCRIPTION

Directly manages a team of non-exempt USBI Registered and Non-Registered Client Associates. This includes all performance management activities, hiring, coaching, discipline, and professional development where appropriate. Manage and monitor the daily activities and workflow of the Client Associates and work to allocate capacity or volume related items within their team.
Onboard new employees within market following a structured process.
Support the market in partnership with the Market Leaders by managing and reviewing routine reports, manage compensation exception processes, understand, and incorporate process and procedure improvements. May assist in Market event coordination and scheduling.
Ensure all production related transactions are completed in a timely manner and with accuracy to support the revenue/sales, cost and quality control goals established within the business line and market. Help introduce and implement new work tools, technology, processes, and procedures. Ensure compliance regarding FINRA and SEC regulatory standards.
Utilize a high degree of independence in making decisions. Strong working knowledge of the investments industry as well as policies and procedures. Incumbents are required to have a FINRA Series 7, 63, and life, variable life, health and disability insurance licenses and Series 24 preferred and required upon hire. Must have undergraduate degree in a business-related field and 5 years of investment industry and management experience preferred.

QUALIFICATIONS

Basic Qualifications

  • Series 7, 63 and Insurance licenses
  • Bachelor’s degree, or equivalent job exp
  • Three or more years of management experience

Preferred Skills/Experience

  • Series 24 (required upon hire)
  • Excellent Customer Service skills
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Proficient computer skills
  • Excellent verbal and written communication skills

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Responsibilities:

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by la


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Finance

Graduate

Proficient

1

Thousand Oaks, CA 91360, USA