Branch Office Administrator

About the role

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play 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. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors.

What you'll do

• 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 the 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 other requests at the direction of the financial advisor
• Process account transactions, prepare documentation, and maintain accurate client records
• Work independently at the direction of the financial advisor to 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

What you'll bring

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software

Training & support

• Comprehensive 6-month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region to the home office
• You'll often work independently but will have a team of thousands backing you every step of the way

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability, basic life, and basic AD&D coverage provided at no cost to associates
• 401k retirement plan
• Health savings account and flexible spending account
• Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism
• Bonuses and profit sharing eligibility
• Employee Assistance Program