Branch Office Administrator, Financial Services

AmeriLife • Charlotte, NC

6d • Onsite

About The Position

The Branch Office Administrator (BOA) provides essential administrative, operational, and client service support to one or more Financial Advisors, helping deliver a seamless and positive client experience. This role supports client accounts, coordinates meetings and events, assists with business planning and marketing activities, and ensures accurate documentation and efficient office operations. Strong communication skills, attention to detail, adaptability, and comfort with technology are key to success in this role.

Requirements

• High School Diploma or equivalent
• Strong communication skills
• Attention to detail
• Adaptability
• Comfort with technology
• Aptitude to learn and understand the financial services industry
• Strong ability to work independently at the direction of the financial advisor
• 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

• Degree in Business Administration or relevant field preferred
• Life agent licensed
• Prior experience working with annuity and life products preferred

Responsibilities

• Provide administrative support to a financial advisor or a team of multiple financial advisors.
• Support client accounts, facilitate communication, and ensure a positive client experience.
• 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 the clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.
• 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.
• Streamline processes with updating SOPs and strategically execute on the branch business plan.

Benefits

• Comprehensive training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region
• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone's different viewpoints are valued and help to achieve results
• Rewards program that promotes a long-term career, your financial security and you and your family's well-being
• 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 beginning on January 1 of each year
• Sick time
• Personal days
• A paid day for volunteerism
• PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED