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Branch Office Coordinator
2 months ago
We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.
Key Responsibilities- Deepen and broaden client relationships through proactive communication and relationship-building activities
- Identify opportunities to create efficiency and improve processes within the branch
- Work independently to manage multiple priorities in a deadline-driven environment
- Stay up-to-date with current and new office technology to provide exceptional support to clients and colleagues
- Develop a strong understanding of financial services and markets to provide informed guidance to clients
- A comprehensive 6-month training program to ensure your success in the role
- A wide support network that extends from your branch office to your region to the home office
- A culture of continuous improvement and professional development that reflects a respect for individuals and their unique contributions
- An inclusive environment where everyone's different viewpoints are valued and help to achieve results
- A rewards program that promotes a long-term career, financial security, and well-being for you and your family
- Ability to work independently and manage multiple priorities in a deadline-driven environment
- Strong communication and relationship-building skills
- Proficiency in current and new office technology
- Ability to develop a strong understanding of financial services and markets
- Willingness to learn and adapt to new situations