EDJ HOLDING COMPANY INC ET AL - Keller, TX
posted 2 months ago
Full-time
Onsite - Keller, TX
About the position
The Branch Office Administrator (BOA) role is designed for individuals looking for a fulfilling career in financial services. BOAs collaborate with Financial Advisors to assist clients in achieving their long-term financial goals, contributing significantly to the success of the firm. This position emphasizes personalized client service, strategic business planning, and marketing activities, all while being supported by a comprehensive training program and a vast network of colleagues.
Responsibilities
- Deliver exceptional personalized service to ensure clients feel understood and informed.
- Take an active role in the annual business planning process to assist 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.
Requirements
- 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.
Benefits
- Comprehensive 6-month training including an experienced peer to help mentor you.
- A wide support network that extends from your branch office to your region to the home office.
