Branch Office Administrator
4 days ago
Company Overview
">- We are a Fortune 5001 financial services firm that prioritizes our clients and colleagues. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned.
Our purpose is Partnership for Positive Impact, improving the lives of our clients and colleagues, and together, bettering our communities and society.
Salary
">The estimated annual salary range for this role is $21,240 - $24,830, with opportunities for merit-based increases as you progress in the BOA position.
Job Description
">This Branch Office Administrator (BOA) role is an essential part of our team, supporting Financial Advisors to help clients achieve their long-term financial goals. As a valued member of the client team, you will have a wide support network, including comprehensive training and mentorship.
You'll work independently but have a team of thousands backing you every step of the way, delivering exceptional personalized service to ensure clients feel understood and informed. Your active role in the annual business planning process will assist in developing strategies for the upcoming year.
Required Skills and Qualifications
">- Ability to deepen and broaden client relationships
- Ability to identify opportunities to create efficiency
- Strong ability to work independently
- Ability to manage multiple priorities in a deadline-driven environment
- Proficient in current and new office technology
- Willingness to learn how financial services/markets work
Benefits
">We offer a comprehensive compensation and benefits package, including medical, prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. You'll also receive a 401(k) retirement plan, tax-advantaged accounts, and paid holidays, vacation, sick time, and personal days.
Why Choose Us?
">We value different viewpoints to help achieve results. Our inclusive environment recognizes individual efforts through a rewards program promoting a long-term career, financial security, and your family's well-being.
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