Branch Office Administrator - Loves Park, IL
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 and contribute to the company's success through their unique experiences and professional backgrounds. The BOA will be a vital part of the team, providing seamless support to clients, supporting client accounts, facilitating communication, and ensuring a positive client experience. This role offers an opportunity to grow a career in a dynamic and rewarding environment. The company provides comprehensive 6-month training, including mentorship from an experienced peer, and a wide support network from the branch office to the region and home office. While working independently, associates have the support of a large team.
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.
- 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 listening for situations in 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.
- Learning and understanding the financial services industry, including account opening, 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
- Dental coverage
- Vision coverage
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short-term disability coverage
- Long-term disability coverage
- Basic life coverage
- Basic AD&D coverage
- 401k retirement plan
- Health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation
- Sick time
- Personal days
- 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
