Branch Office Administrator - Scottsdale, AZ
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. As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play 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. The role includes comprehensive 6-month training with an experienced peer mentor and a wide support network.
Requirements
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- Aptitude to learn and understand the financial services industry.
- Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Nice To Haves
- 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. Includes account opening, handling account transfers and other requests at the direction of the financial advisor.
- Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor.
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 listen for situations in the clients' lives that may indicate a need for additional services
- Driving marketing activities such as planning and executing events
- Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
- Respond to inquiries, resolve issues, and ensure an exceptional experience.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Process account transactions, prepare documentation, and maintain accurate client records.
- Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
- Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Benefits
- medical and prescription drug
- dental
- vision
- voluntary benefits (such as accident, hospital indemnity, and critical illness)
- short- and long-term disability
- basic life
- basic AD&D coverage
- 401k retirement plan
- tax-advantaged accounts: health savings account, and flexible spending account
- ten paid holidays
- 15 days of vacation for new associates
- sick time
- personal days
- a paid day for volunteerism
- bonuses
- profit sharing
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
