What are the responsibilities and job description for the Assistant Team Manager, Operations position at Axos Bank?
Axos Clearing LLC
Target Range:
$60,000.00/Yr. - $70,000.00/Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 5%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
Axos is seeking an Assistant Team Manager (ATM) who will be responsible for assisting with leading a team that supports our clients. They help our clients grow by completing daily workloads in an accurate and timely manner. The ATM demonstrates the ability to support the functions within the team’s discipline: New Accounts, Income Processing, Transfers-In, Transfers-Out, Statements, Cash Management/Treasury, Financial Control, Settlements and Mutual Fund Trading. The ATM can handle more complex items and duties, handle escalations, coach associates and cover manager responsibilities as needed. Other responsibilities may arise as part of our ever-evolving work environment.
Responsibilities:
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Learn more about working at Axos
Pre-Employment Background Check and Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Target Range:
$60,000.00/Yr. - $70,000.00/Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 5%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
Axos is seeking an Assistant Team Manager (ATM) who will be responsible for assisting with leading a team that supports our clients. They help our clients grow by completing daily workloads in an accurate and timely manner. The ATM demonstrates the ability to support the functions within the team’s discipline: New Accounts, Income Processing, Transfers-In, Transfers-Out, Statements, Cash Management/Treasury, Financial Control, Settlements and Mutual Fund Trading. The ATM can handle more complex items and duties, handle escalations, coach associates and cover manager responsibilities as needed. Other responsibilities may arise as part of our ever-evolving work environment.
Responsibilities:
- Performs and assists Manager/Senior Manager with meeting facilitation, time off requests’, interview and selection process, and performance and development process
- Is a subject matter expert (SME) for team members, other departments and backs up all team members when needed
- Monitors work volume to ensure efficient flow of work, provides workload details and statuses as requested and makes assignments and adjustments to team member coverage as needed
- Lead and perform Quality Control efforts, maintain any necessary error logs and statistical reporting and follows up on all outstanding items
- Lead, mentor, coach and train team members in a collaborative environment
- Reviews, identifies improvements, updates, implements changes to processes / procedures and research technology enhancements for their effect on the team
- HS Diploma
- Three years’ experience in the financial services industry is required
- Must display a strong grasp of business operations
- Knowledge of mutual funds, investment vehicles, and retirement accounts required
- Experience managing others is required
- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
- HSA or FSA account and other voluntary benefits
- 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
- Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Learn more about working at Axos
Pre-Employment Background Check and Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Salary : $60,000 - $70,000
