Sr Branch Office Administrator

Role Summary

The Sr. Branch Office Administrator (Sr. BOA) plays a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This role is vital to the client support team and contributes to achieving the firm's success.

Role Requirements

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

Skills

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Participate actively in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients' lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events