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Part-Time Branch Office Coordinator
2 months ago
We are seeking a highly skilled and motivated individual to join our team as a Part-Time Branch Office Administrator. As a critical member of our branch team, you will play a key role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.
Key Responsibilities- Client Relationship Building: Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions to meet their financial goals.
- Team Collaboration: Work closely with financial advisors to identify opportunities to create efficiency and drive business growth.
- Administrative Support: Provide administrative support to the branch team, including managing multiple priorities in a deadline-driven environment.
- Marketing and Events: Assist in planning and executing marketing activities, such as events and promotions, to drive business growth and client engagement.
- Comprehensive Training: Receive comprehensive 6-month training, including an experienced peer to mentor you.
- Support Network: Access a wide support network that extends from your branch office to your region to the home office.
- Competitive Compensation: Earn a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
- Professional Development: Participate in a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions.
- Strong Communication Skills: Possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Problem-Solving Skills: Demonstrate strong problem-solving skills, with the ability to identify opportunities to create efficiency and drive business growth.
- Technical Skills: Be proficient in current and new office technology, with the ability to learn and adapt quickly.
- Flexibility: Be willing to learn how financial services and markets work, with a flexible and adaptable approach to work.