Financial Services Representative
2 days ago
What We Offer
We are proud to offer a competitive compensation package that includes an estimated salary range of $21.24 - $24.83 per hour, with opportunities for merit-based increases as you progress in your career.
As a Branch Office Administrator, you will play a critical role in building and maintaining strong relationships with our clients, working closely with financial advisors to help them achieve their long-term financial goals.
Key Responsibilities
- Clients: Deliver exceptional personalized service, actively listen for situations that may indicate a need for additional services, and identify opportunities to create efficiency.
- Teamwork: Take an active role in the annual business planning process, work independently, and manage multiple priorities in a deadline-driven environment.
- Continuous Improvement: Participate in comprehensive 6-month training, including mentorship from experienced peers, and engage in a culture of continuous improvement and professional development.
Benefits
- We offer a wide range of benefits, including medical and prescription drug coverage, dental and vision coverage, and a 401(k) retirement plan.
- You'll also have access to our Employee Assistance Program, which provides confidential support and resources for associates and their families.
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