Job Description

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Overview:

The On Call Branch Office Administrator partners with the financial advisor to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative and operational support to one or more financial advisors. Our BOA's are a valued part of the client support team, contributing their unique experiences and perspectives to our shared success. We proudly serve over nine million clients and believe that diverse viewpoints help us deliver the best results.

Role Summary:

As a Branch Office Administrator, you will be a vital part of our team- providing exceptional service to clients and supporting your financial advisor. You'll assist with client account management, communication, and daily operations. This position offers the opportunity to grow your career in a dynamic and rewarding environment.

Skills/Requirements:

Analytical thinking and strong attention to detail Adaptability and professionalism Excellent conversational and client service skills Proficiency with digital tools and technology Strong teamwork and collaboration with financial advisor Self motivated
Role Requirements:

Client Service: Deliver exceptional service through phone, email, and in-person interactions. Handle client inquiries, resolve issues, and build strong relationships with clients, referral sources, and team members. Account Management: Support client account setup, transfers, and maintenance while learning the financial services industry. Administrative and Operational Support: Work independently to assist the financial advisor with scheduling, preparing client materials, managing correspondence, and supporting marketing efforts. Help streamline the process and support execution of 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-approved software.
Job Type: Full-time

Pay: $17.00 - $19.00 per hour

Expected hours: 35 - 40 per week

Work Location: In person