Administrative Officer (Wealth Management)

• Location: Greenwich, CT
• Type: Perm (Contingency)
• Job #44127
• Salary: $100,000
  
  

Job Overview – Administrative Officer (Wealth Management):

Compensation: $100,000 – $135,000/year

Location: Greenwich, CT

Schedule: Monday to Friday (In-Office)

Atlantic 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. You’ll play a key role in maintaining daily efficiency, supporting client service initiatives, and fostering a professional, performance-driven culture within a leading financial services environment.

Responsibilities as the Administrative Officer:

• 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.
  
  

Qualifications for the Administrative Officer:

• Education: Bachelor’s degree in Business Administration, Finance, or related field required.
• Experience: 2-5 years of administrative or operations experience within a leading financial institution, with prior leadership or managerial responsibilities.
• Licensure: Active FINRA Series 7, 66, and 9/10 licenses are required.
• Technical Skills: Proficient in Microsoft Office Suite (Excel, Word, Outlook), with the ability to learn internal systems and workflow tools.
• Skills & Attributes: Effective communicator and proactive leader with a collaborative mindset and a strong ability to foster a positive, solutions-driven team environment.
  
  

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.