Financial Services Coordinator
1 week ago
We are a financial services firm dedicated to delivering exceptional client experiences. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and bettering our communities and society.
We value diversity, equity, and inclusion in all aspects of our business. Our associates are seen, heard, respected, and supported, making us a great place to start or build your career.
About UsWe are proud to be a Fortune 500 company, serving over 8 million clients across the U.S. and Canada. Our privately-owned status allows us to focus on our clients rather than shareholder returns.
We are committed to innovation, flexibility, and inclusivity, attracting and developing performance excellence and a sense of belonging among our associates.
Job DescriptionAs a Branch Office Administrator, you will play a critical role in building strong client relationships and providing exceptional service. You will work closely with Financial Advisors to help clients achieve their long-term financial goals.
You will be responsible for managing multiple priorities in a deadline-driven environment, identifying opportunities to create efficiency, and delivering personalized service to ensure clients feel understood and informed.
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
We offer a comprehensive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401k retirement plan, tax-advantaged accounts, paid holidays, vacation time, sick time, personal days, and a paid day for volunteerism.
Associates may be eligible for bonuses and profit sharing. We also have an Employee Assistance Program to support our associates' well-being.
SalaryThe estimated salary range for this position is $20.04-$23.43 per hour, depending on location and experience. We believe in a human-centered approach to compensation, recognizing individual efforts and contributions to the team.
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