Part Time Branch Office Administrator

Role Summary

As a Branch Office Administrator (BOA), 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.

Role Requirements

• Client Service: 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.

• Account Management: Aptitude to learn and understand the financial services industry. Includes 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.

• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.

• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Skills

• Analytical Thinking

• Attention to Detail

• Adaptability

• Conversational Skills

• Digital Tool Utilization

• Team Collaboration

Compensation

We offer a competitive compensation package, including medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits, Well-being programs, and Retirement Plan. Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for these benefits based on their hours worked and consistent with applicable law.

About the Role

This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We’ll give you the support you need. Our team will be there every step of the way, providing 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, and you’ll often work independently but will have a team of thousands backing you every step of the way.

Qualifications

We are looking for candidates who can demonstrate the following qualifications:

• Strong analytical thinking and attention to detail.

• Ability to adapt to changing priorities and manage multiple tasks effectively.

• Excellent interpersonal and communication skills.

• Proficiency in digital tools and software.

• Experience working in a fast-paced, client-focused environment.