Regional Operations Administrator

Regional Operations Administrator

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 48 locations across the country, Merit balances tactical advice with innovative strategy. Our 243 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a Best Places to Work by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgias Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The Position:

The Regional Operations Administrator is a key role that ensures excellence in client service.This role will maintain the administrative organization of the branch offices within the Hub and warmly interact with clients. This will require strong personal skills over the phone and in person.

Responsibilities:

• Greet and engage with clients visiting the branch
• Main point of contact for all administrative and general office support responsibilities
• Responsible for answering incoming calls for the Region
• Manage branch ambiance and function (i.e. maintain plants, dcor, etc.)
• Manage regional office hardware (i.e. keyboards, phones, cables, stamp meter, etc.)
• Serve as point-of-contact with Building Maintenance for any office servicing needs
• Maintain and manage security lock software for the branches within the Region Expense management and tracking
• Act as point-of-contact for technology team as it relates to regional needs.
• Provide desk-side technical support for team members as needed.
• Schedule third party vendors for office maintenance throughout the Region
• Responsible for scheduling of client reviews through Salesforce workflow, coordinating appointment priorities with advisors and updating systems appropriately as necessary.
• Manage conference room scheduling.
• Coordinate with Client Service team members and advisors on action items from client review meetings
• Send client gifts as requested by team members and coordinate/send birthday gifts and cards.
• Maintain branch compliance files as necessary in conjunction with the Client Service Managers (Entertainment/Gift Logs, Correspondence, Business Continuity Plans, etc.)
• Track & submit securities licensing, renewal and state appointments for each advisor
• Notary function for the Region
• Confirm appointments using appropriate software
• Receive, log, and distribute all mail, FedEx, UPS and general deliveries
• Inventory and order office and break room supplies for branch offices within the Region
• Coordinate special events for the region (i.e. region lunches, holiday parties, etc.)
• Support and assist Regional Operations Directors and Regional Director(s)/Branch Managers as requested.
• Work on special projects as requested

Requirements:

• A minimum of 3-5 years of front office experience
• Ability to organize, prioritize and handle multiple tasks
• Effective written and verbal communication skills
• Excellent teamwork and time management skills
• Energetic, outgoing personality while interacting with guests and team members Ability to act with integrity, professionalism, and confidentiality. Proficiency with Microsoft Office Suite or related software.

Salary + Benefits:

• $45,000 - $50,000
• Medical Insurance
• Dental/Vision Insurance
• Life & Personal Accident Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.