Spanish Speaking Admin Manager - Wealth Management

Full Time
Houston, TX 77072
Posted
Job description
Salary: $120k - 130k per year + bonus
Reference: 146008

Our client is seeking to hire a Spanish Speaking Administrative Manager

This person is the local administrative leader for this Wealth Management firm's branch, you must have your Series 9 & 10.

As the Administrative Manager, you will be responsible for Supervisory functions and approvals and authorizations for your branch

Manage the Client service teams and Oversee HR processes,

You will possess a comprehensive understanding of firm policies and procedures, brokerage operations principles and regulatory rules.

Your role:

  • Recruit, select, onboard, train and manage administrative support staff
  • Conduct performance reviews and make personnel decisions
  • Coach and educate all employees on administrative policies and procedures
  • Support and drive strategic firm initiatives
  • Manage the end to end process of recruiting in your branch

Qualifications:

  • 5+ years experience in a leading financial institution
  • Relevant management experience in branch operations, brokerage operations and supervising a team of people
  • Bachelors degree in finance or related field.
  • Must be bilingual Spanish and English
  • FINRA Registrations: Series 7, 66, 8 or 9 and 10;

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.

Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

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