Atlantic Group · 2 days ago
Administrative Officer (Wealth Management)
Greenwich, CT
Full-time
Onsite
Mid, Senior Level
$100K/yr - $135K/yr
2+ years expAtlantic Group is hiring an Administrative Officer for our wealth management client in Greenwich, CT. This in-office leadership role is responsible for managing branch operations, overseeing administrative staff, and ensuring compliance with internal policies and procedures.
B2BHuman ResourcesStaffing Agency
Responsibilities
Branch Operations Oversight: Manage day-to-day administrative functions, including office facilities and workflow optimization
Team Management & Development: Lead recruitment, onboarding, training, and performance management for administrative support staff
Compliance & Policy Education: Educate employees on operational procedures and escalate supervisory matters as needed
Leadership & Culture: Drive a collaborative and professional branch environment that aligns with firm goals and compliance expectations
Performance & Personnel Decisions: Conduct evaluations, manage promotions, and execute compensation strategies for administrative staff
Qualification
Required
Bachelor's degree in Business Administration, Finance, or related field required
2-5 years of administrative or operations experience within a leading financial institution, with prior leadership or managerial responsibilities
Active FINRA Series 7, 66, and 9/10 licenses are required
Proficient in Microsoft Office Suite (Excel, Word, Outlook), with the ability to learn internal systems and workflow tools
Effective communicator and proactive leader with a collaborative mindset and a strong ability to foster a positive, solutions-driven team environment
Company
Atlantic Group
Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Ricco
Founding Partner
Recent News
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