Branch Office Administrator; Remote

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.

• 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

• 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

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.