**Responsibilities** + Performs all operational functions as required by workloads and absences. + Assists Branch Owner with confidential matters such as compliance visits. + Assists Branch Owner with controlling expenses and operating at peak efficiencies. + Researches and resolves complex problems relating to client accounts and inquiries. + Greets clients, prospects, and vendors in a warm and friendly manner + Recruits, selects, trains, and supervises branch operations associates. + Conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files. + Ensure daily staffing levels and cross-training are adequate. + Coordinates registrations, continuing education, licensing, etc. of branch personnel. **Knowledge of** + Company policies and procedures and industry rules and regulations + Investment concepts, practices and procedures used in the securities industry + Financial markets and products + Human resource management principles and practices + Technology, both hardware and software + Microsoft Office **Skill in** + Project management + Organization + Attention to detail + Leadership + Time management + Compliance **Ability to** + Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Handle conversations with discretion and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a service attitude. + Display professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment. + Employ good analytical skills to be able to research account information and resolve problems. + Proficiency in Microsoft Suite, AI, Teams and a general understanding of cybersecurity protocols. + Establish and communicate clear directions and priorities. + Utilize good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel. + Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes. + Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. + Work independently, under minimal supervision. **Education/Experience Requirements** + Bachelor’s degree and three years’ experience in the financial services industry, preferably including customer service, operational management and supervisory experience ~or~ + An equivalent combination of experience, education and/or training **Licenses Required** + SIE required provided that an exemption or grandfatheringcannot beapplied + Series 7 strongly preferred or ability to obtain after hire + Series 63, 65 and/or 66 strongly preferred or ability to obtain after hire + Notary strongly preferred _Wiemann Wealth (http://www.raymondjames.com/wiemannwealth) and its employees are_ **_independent contractors with respect to Raymond James,_** _not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates._