Needed Branch Office Administrator (Remote)

Easy Recruiter; Wise (VA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus potential

Profit sharing

401k plan or Group RRSP

Comprehensive health benefits

Paid time off

Job summary

A financial services firm is seeking a Branch Office Administrator to partner with Financial Advisors in helping clients achieve long-term financial goals. The ideal candidate will deliver exceptional service, contribute to business planning, identify client needs, and drive marketing activities. The role requires strong relationship management skills, ability to work independently, and proficiency with office technology. Enjoy a comprehensive benefits package and a culture that promotes professional development and rewards individual contributions.

Qualifications

• Ability to deepen and broaden client relationships.
• Ability to identify opportunities to create efficiency.
• Strong ability to work independently.
• Ability to manage multiple priorities in a deadline-driven environment.
• Proficient in current and new office technology.
• Willingness to learn how financial services/markets work.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process.
• Actively listen for situations indicating a need for additional services.
• Drive marketing activities such as planning and executing events.

Skills

Client relationship management

Efficiency identification

Independent work

Multi-priority management

Office technology proficiency

Financial market knowledge willingness

Job description

Overview

The Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We’re proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• 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

Qualifications

• Ability to deepen and broaden client relationships
• Ability to identify opportunities to create efficiency
• Strong ability to work independently
• Ability to manage multiple priorities in a deadline driven environment
• Proficient in current and new office technology
• Willingness to learn how financial services/markets work

Benefits

Full-time associates receive a compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada), and comprehensive and competitive health benefits. We offer paid time off including vacation, sick, holidays and personal days. A culture of continuous improvement and professional development reflects a respect for individuals and their unique contributions. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security, and your family’s well-being.