Central Supervision Analyst

Davenport & Co.
  • Richmond, Virginia
    8 days ago

    Job Description

    CENTRAL SUPERVISION ANALYST
    Location: Richmond, VA
    Department: Central Supervision
    Hiring Range: $70,000 – $100,000
     
    Overview
    This full-time, exempt position is responsible for providing branch supervisory support for all retail sales activities throughout the firm. This individual will report to the manager of Central Supervision.
     
    Responsibilities
    Responsibilities of this position include, but are not limited to:
    • Provide supervisory support for assigned retail branches including review of daily trades, correspondence (electronic and hard copy), new accounts, monthly/quarterly account reviews, and other such supervisory responsibilities as needed
    • Work closely with each assigned branch in order to ensure proper supervision of retail activity
    • Serve as the branch manager for approval of daily administrative retail sales tasks on an as-needed basis
    • Assist in maintaining and updating procedure manuals and branch supervisory procedures
    • Build strong relationships with assigned retail branches and home office personnel
    Qualifications
    • Four-year degree or equivalent work experience in brokerage field (Supervisory experience preferred)
    • Series 7 and 66 (or Series 63 & 65)
    • Series 9/10 (or equivalent) required
    • Life, Health, and Variable insurance license preferred
    • Excellent communication skills
    • Ability to maintain confidentiality
    • Organized with good analytical skills and attention to detail
    • Working knowledge of Microsoft Word, Excel and Adobe Acrobat
    • Self-starter, capable of working with limited supervision
    • Ability to prioritize work assignments
     
    SALARY & BENEFITS:
    We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high-deductible health plan with a HSA, an on-site Health Center, Paid Time Off and elective dental benefits.  We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
     
    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
     
    DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER
    Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.                                                                                                                                                                             

    Numbers & Facts

    LocationRichmond, Virginia
    Websitehttp://www.investdavenport.com/careers

    Skills

    • Adobe Acrobatunmatched
    • Analysis Skillsunmatched
    • Brokerageunmatched
    • Centralized Operations/Managementunmatched
    • Communication Skillsunmatched
    • Detail Orientedunmatched
    • Equal Employment Opportunity (EEO)unmatched
    • Establish Prioritiesunmatched
    • Geneticsunmatched
    • Health Insuranceunmatched
    • Microsoft Excelunmatched
    • Microsoft Wordunmatched
    • Militaryunmatched
    • Organizational Skillsunmatched
    • People Managementunmatched
    • Retailunmatched
    • Retail Managementunmatched
    • Retail Salesunmatched
    • Series 63unmatched
    • Series 7unmatched
    • State Laws and Regulationsunmatched

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