Financial Services Professional
1 week ago
We are seeking a highly skilled Financial Services Professional to join our team as a Branch Office Administrator (BOA). As a BOA, you will be an integral part of our client team, working closely with financial advisors to help clients achieve their long-term financial goals. Our BOAs are valued for their unique experiences and professional backgrounds, and we recognize the importance of diverse perspectives in driving success.
We offer comprehensive training and ongoing support to ensure your success in this role. Our network extends from your branch office to our region and home office, providing a collaborative environment that fosters growth and development.
The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. You will also be proficient in current and new office technology, with a willingness to learn about financial services and markets. We believe in investing in our associates' careers, offering opportunities for advancement and professional growth.
In this role, you will:
- Deliver exceptional personalized service to clients, ensuring they feel understood and informed
- Take an active role in the annual business planning process, assisting 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
Competitive compensation includes a salary range of $20-$22 per hour, depending on location. This figure is subject to change based on market conditions and individual performance. With opportunities for merit-based salary increases, we invest in our associates' careers and encourage growth within the organization.
We value different viewpoints and contribute to the achievement of results. By embracing our company's purpose - partnering for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society - we strive to make a meaningful difference in the world.
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