Branch Office Support Professional
20 hours ago
Transform Lives, Build Careers
We are a leading financial services firm dedicated to helping individuals and families achieve their financial goals. Our Branch Office Administrators are essential to this mission, as they build strong relationships with clients, drive business growth, and collaborate with our financial advisors.
About the Role
This is an exciting opportunity for a motivated and results-driven individual who is passionate about delivering exceptional customer service, managing multiple priorities, and working in a dynamic team environment. The successful candidate will have excellent communication and interpersonal skills, a strong work ethic, and a commitment to ongoing learning and professional development.
Key Responsibilities
- Client Engagement: Develop and maintain strong relationships with clients, understanding their unique needs and preferences.
- Business Growth Strategies: Identify opportunities to drive business growth, including developing strategies and implementing plans to achieve sales targets.
- Collaborative Teamwork: Work closely with financial advisors and other team members to achieve shared goals and objectives.
- Clear Communication: Provide effective written and verbal communication, ensuring seamless interactions with clients and colleagues.
What We Offer
- Salary and Benefits: Competitive salary ($24.00 - $27.00 per hour) and comprehensive benefits, including medical, dental, vision, life insurance, disability insurance, and retirement savings plan.
- Professional Development: Ongoing training and education to support career advancement and skill development.
- Culture of Inclusion: A supportive and inclusive work environment that values diversity, equity, and inclusion.
- Paid Time Off: Generous paid time off and flexible scheduling to support a healthy work-life balance.
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