Branch Office Operations Coordinator
7 days ago
The Branch Office Administrator (BOA) is a critical member of the branch team, working closely with Financial Advisors to deliver exceptional personalized service to clients.
We're seeking a highly motivated and organized individual who can manage multiple priorities in a deadline-driven environment. The ideal candidate will have excellent communication skills, be proficient in current and new office technology, and be willing to learn how financial services work.
This role offers a competitive salary of $23.50 per hour, plus benefits including medical, dental, and vision coverage, as well as 401k retirement plan and paid time off.
As a BOA, you'll have the opportunity to develop your skills and advance your career within our organization.
Key Responsibilities:
- Manage client relationships and provide exceptional personalized service
- Assist Financial Advisors in developing strategies for client growth and retention
- Stay up-to-date on industry trends and developments
- Participate in marketing activities to drive business growth
What We Offer:
- Competitive compensation package
- Benefits including medical, dental, and vision coverage
- 401k retirement plan
- Paid time off
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