Non-Reg On-Caller- Bismarck, ND
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 their unique experiences and professional backgrounds contribute to the company's success. The BOA will be a vital part of the team, providing seamless support to clients, playing a key role in 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, 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. 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.
- 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
- Aptitude to learn and understand the financial services industry.
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.
- 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 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
- Paid time off
- Bonus opportunities based on branch and firm profitability, along with individual performance.
- Merit-based salary increases
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
