Full-Time Branch Office Administrator

About the role

As a Branch Office Administrator (BOA), you will provide essential administrative support to financial advisors, ensuring a seamless client experience. Your responsibilities include managing client accounts, facilitating communication, and supporting marketing activities such as planning events. You will actively listen to clients to identify additional service needs, contribute to business planning, and deliver personalized service to foster strong client relationships.

Responsibilities

• Support client account management, including account opening, transfers, and transaction processing
• Respond to client inquiries via calls, emails, and in person, ensuring exceptional service
• Assist with administrative tasks like scheduling, preparing meeting materials, and correspondence
• Participate in marketing initiatives and support branch business strategies
• Drive continuous improvement by updating Standard Operating Procedures (SOPs)

Qualifications

• 5+ years of experience in financial services, banking, or legal fields, demonstrating growth and responsibility
• Strong client service skills, with ability to build relationships and resolve issues effectively
• Proficiency in account management and administrative tasks
• Excellent communication, attention to detail, and adaptability
• Comfort with digital tools like Salesforce, MoneyGuide, and Microsoft Office
• Ability to work independently while collaborating with a team

Additional Attributes

Analytical thinking, team collaboration, and a proactive approach are essential to succeed in this role. The position offers comprehensive training, a supportive environment, and opportunities for career growth within an inclusive organization committed to professional development and community impact.