Senior BOA - Columbus, WI
About The Position
The Senior Branch Office Administrator (Sr. BOA) role involves teaming up with financial advisors to help clients achieve their long-term financial goals. The primary role is to provide administrative support to a financial advisor or a team of multiple financial advisors. Sr. 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 role provides seamless support to clients, plays a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is an opportunity to grow your career in a dynamic and rewarding environment with comprehensive training and a wide support network.
Requirements
- 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
- 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
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
Responsibilities
- 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.
- Handle account opening, 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
- 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
Senior
Education Level
No Education Listed
