Branch Office Administrator

About the role

As a Branch Office Administrator, you’ll be a vital part of the team, providing seamless support to clients, supporting client accounts, facilitating communication, and ensuring a positive client experience. You’ll work with financial advisors to help clients achieve long‑term financial goals, and you’ll receive comprehensive 6‑month training with a peer mentor and a wide support network extending from the branch to the region and home office.

Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listening for situations in clients’ lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events
• Supporting client accounts and facilitating communication
• Providing administrative support to a financial advisor or a team of multiple financial advisors

Requirements

• Ability to deepen and broaden client relationships
• Ability to identify opportunities to create efficiency
• Strong ability to work independently
• Ability to manage multiple priorities in a deadline‑driven environment
• Proficient in current and new office technology
• Willingness to learn how financial services and markets work

Benefits

• Medical and prescription drug coverage
• Dental and vision