Sr BOA

Role Summary

The Sr. Branch Office Administrator (Sr. BOA) plays a vital role in the client support team, providing seamless administrative support to financial advisors and their teams. This role involves delivering exceptional personalized service, participating in the annual business planning process, and driving marketing activities.

Role Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Skills

• 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.
• Aptitude to 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.
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Streamline processes by updating Standard Operating Procedures (SOPs) and strategically executing the branch business plan.
• Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.