Financial Services Coordinator
3 weeks ago
We are a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We're privately-owned, focusing on client satisfaction rather than shareholder returns.
Purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
Job Overview:
The Branch Office Administrator role is a critical member of our team, working closely with Financial Advisors to help clients achieve their long-term financial goals. As a BOA, you'll be the first voice clients hear when they call on the phone and the first face they see when they walk in the door.
Responsibilities:
- Deliver exceptional personalized service to ensure clients feel understood and informed
- Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
Skills & Requirements:
To succeed in this role, you'll need:
- 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
Compensation & Benefits:
You can expect a competitive salary range of $20.00 - $22.26 per hour, depending on your experience and qualifications. Our benefits package includes medical, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401(k) retirement plan, health savings account, flexible spending account, paid holidays, and sick time.
Work Environment:
As a BOA, you'll often work independently but will have a team of thousands backing you every step of the way. You'll be part of a supportive network that extends from your branch office to your region to the home office.
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