Branch Office Administrator

If you find yourself looking for a fulfilling career, 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. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds.

We value different viewpoints to help achieve results.

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We’ll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office.

You’ll often work independently but will have a team of thousands backing you every step of the way. Can you see yourself… 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 listen for situations in the clients' lives that may indicate a need for additional services.

Driving marketing activities such as planning and executing events.

What skills would make you a successful BOA?

• Analytical Thinking.
• Attention to Detail.
• Adaptability Conversational.
• Skills Digital.
• Client Service:
  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.

If you find yourself looking for a fulfilling career, 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. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds.

We value different viewpoints to help achieve results.

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We’ll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office.

You’ll often work independently but will have a team of thousands backing you every step of the way. Can you see yourself… 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 listen for…