Financial Services Coordinator
3 days ago
About the Role
The Branch Office Administrator (BOA) role is a critical part of our team. As a BOA, you will work closely with Financial Advisors to deliver exceptional personalized service to clients. This includes developing deep relationships with clients, identifying opportunities to create efficiency, and working independently to manage multiple priorities.
Responsibilities
This role involves:
- Delivering exceptional personalized service to clients
- Developing and maintaining strong relationships with clients and Financial Advisors
- Identifying opportunities to create efficiency and improve processes
- Managing multiple priorities in a deadline-driven environment
Compensation and Benefits
The estimated salary range for this role is $70,000 - $90,000 per year, based on your location and experience. You can expect a comprehensive compensation package that includes medical and prescription drug coverage, dental, vision, and short- and long-term disability benefits.
Our Culture
We value our employees and offer a range of benefits, including:
- A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
- An inclusive environment where everyone's different viewpoints are valued and help to achieve results
- We recognize individual efforts through a rewards program that promotes a long-term career, your financial security, and your family's well-being
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