Fulfilling Financial Services Role
7 days ago
We are seeking a highly motivated and organized individual to join our team as a Branch Office Administrator.
In this role, you will be responsible for providing exceptional personalized service to clients, taking an active role in the annual business planning process, and actively listening for situations that may indicate a need for additional services.
You will also be responsible for driving marketing activities, such as planning and executing events, and delivering exceptional customer service to ensure clients feel understood and informed.
The ideal candidate will have strong communication and interpersonal skills, with the ability to work independently and manage multiple priorities in a deadline-driven environment.
Key Responsibilities:- Provide exceptional personalized service to clients
- Take an active role in the annual business planning process
- Actively listen for situations that may indicate a need for additional services
- Drive marketing activities, such as planning and executing events
We are a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Our purpose is to improve the lives of our clients, colleagues, and communities by partnering for positive impact. We believe in a human-centered approach, and we value different viewpoints to help achieve results.
We offer a comprehensive benefits package, including medical and prescription drug coverage, dental, vision, and voluntary benefits. We also offer a 401(k) retirement plan, tax-advantaged accounts, and paid time off.
Benefits:- Comprehensive benefits package
- 401(k) retirement plan
- Tax-advantaged accounts
- Paid time off
To be successful in this role, you will need:
- Strong communication and interpersonal skills
- Ability to work independently and manage multiple priorities
- Proficient in current and new office technology
- Willingness to learn how financial services/markets work
$21.13 - $23.17 per hour
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