Branch Office Administrator, Financial Services

AmeriLife • Charlotte, NC

5d • 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
• 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.
• 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.
• Learn and understand the financial services industry, including account opening, handling account transfers and other requests at the direction of the financial advisor.
• 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 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
• 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.
• PTO
• Retirement savings
• Disability insurance
• Life insurance

What This Job Offers

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