Non-Reg On-Caller - Queensbury, NY
About The Position
The Branch Office Administrator (BOA) role involves teaming up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. BOAs are a valued part of the client support team, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is an opportunity to grow your career in a dynamic and rewarding environment, with comprehensive 6-month training, an experienced peer mentor, and a wide support network extending from the branch office to the region and home office.
Requirements
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
- Account Management: Aptitude to learn and understand the financial services industry.
- Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor.
- Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Responsibilities
- Delivering exceptional personalized service to ensure clients feel understood and informed.
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
- Actively listening for situations in the clients' lives that may indicate a need for additional services.
- Driving marketing activities such as planning and executing events.
- Providing exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
- Responding to inquiries, resolving issues, and ensuring an exceptional client experience.
- Developing and maintaining strong relationships with clients, referral sources, and internal client support team members.
- Opening accounts, handling account transfers, and other requests at the direction of the financial advisor.
- Processing account transactions, preparing documentation, and maintaining accurate client records.
- Handling various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
- Streamlining processes with updating SOPs and strategically executing on the branch business plan.
Benefits
- Medical and prescription drug coverage
- Health Savings Account
- Flexible Spending Account
- Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
- Well-being programs (such as the Employee Assistance Program)
- Retirement Plan (if compensated for 1,000 hours of service during the plan year)
- Paid sick leave and paid time off (based on hours worked and consistent with applicable law for part-time associates)
- Bonus opportunities based on branch and firm profitability, along with individual performance
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
