Branch Office Administrator
This job posting is anticipated to remain open for 30 days, from 18-Aug-2026. The posting may close early due to the volume of applicants.
About the role
As a Branch Office Administrator (BOA), you'll team up with financial advisors to help clients achieve their long-term financial goals. The primary role is to provide administrative support to a financial advisor or a team of multiple financial advisors. BOAs are a valued part of the client support team, contributing unique experiences and professional backgrounds to help achieve results.
You'll be a vital part of our team, providing seamless support to our clients by playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment with comprehensive support, including:
- Comprehensive 6-month training including an experienced peer to mentor you
- A wide support network extending from your branch office to your region to the home office
- A team of thousands backing you every step of the way
Responsibilities
- Deliver exceptional personalized service to ensure clients feel understood and informed
- Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
- Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and ensure an exceptional experience
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members
- Learn and understand the financial services industry, including account opening, handling account transfers, and processing other requests at the direction of the financial advisor
- Process account transactions, prepare documentation, and maintain accurate client records
- Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives
- Streamline processes by updating SOPs and strategically execute on the branch business plan
- Utilize and learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software
Requirements
- Analytical thinking
- Attention to detail
- Adaptability
- Conversational skills
- Digital tool utilization
- Team collaboration
- Strong ability to work independently at the direction of the financial advisor
- Strong computer literacy with willingness to learn new technology and programs
Benefits
Full-time associates receive the following benefits:
- Medical and prescription drug coverage
- Dental and vision coverage
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short- and long-term disability coverage (provided at no cost)
- Basic life and basic AD&D coverage (provided at no cost)
- 401k retirement plan
- Tax-advantaged accounts: health savings account and flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning on January 1 of each year
- Sick time, personal days, and a paid day for volunteerism
- Eligibility for bonuses and profit sharing
- Employee Assistance Program
Pay
The hiring minimum and maximum range shown is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Compensation includes bonus opportunities based on branch and firm profitability, along with individual performance.