Sr BOA

This job posting is anticipated to remain open for 30 days, from 12-Aug-2026. The posting may close early due to the volume of applicants.

About the role

As a Senior Branch Office Administrator (Sr. 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. Sr. BOAs are a valued part of the client support team, contributing unique experiences and professional backgrounds to drive results.

You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience in a dynamic and rewarding environment. The firm provides comprehensive support, including:

• Comprehensive 6-month training with an experienced peer mentor
• A wide support network extending from your branch office to your region and the home office
• A collaborative environment where you work independently but have a team of thousands backing you

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 client service 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
• Manage account opening, transfers, and other requests at the direction of the financial advisor
• Process account transactions, prepare documentation, and maintain accurate client records
• Handle 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

Requirements

• 5+ years of related financial services, banking, or legal experience plus demonstration of job progression and responsibility
• Strong ability to work independently at the direction of the financial advisor
• 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

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 insurance)
• 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
• 10 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 Sr. BOA role. Compensation includes bonus opportunities based on branch and firm profitability, along with individual performance.