Branch Office Administrator - Warrensburg, NY
About The Position
The Branch Office Administrator (BOA) role is a fulfilling career opportunity where BOAs team 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 role involves supporting client accounts, facilitating communication, and ensuring a positive client experience. The company provides comprehensive 6-month training, including mentorship from an experienced peer, and a wide support network. While often working independently, associates have a team of thousands backing them.
Requirements
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
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 (provided at no cost)
- Long-term disability coverage (provided at no cost)
- Basic life coverage (provided at no cost)
- Basic AD&D coverage (provided at no cost)
- 401k retirement plan
- Health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation
- Sick time
- Personal days
- Paid day for volunteerism
- Eligibility for 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
