Middle Office Support

Borger Financial is a financial services firm specializing in Wealth Management, Retirement Planning, Risk Management, and Business Owner Succession Planning. The firm partners with Kestra Investment Services, LLC and Kestra Advisory Services, LLC for securities and investment advisory services, while maintaining its independence and focus on client-centered guidance. Borger Financial serves clients primarily in NY, NJ, and CT through insurance and securities-licensed representatives, providing tailored strategies to help individuals and businesses plan for their financial futures.

Team members join a regulated, professional environment with clear compliance standards and a commitment to ethical financial practices.

The Middle Office Support role is a full-time in-person position based in Teaneck, NJ, with some flexibility for work from home. This role supports day-to-day operations between the front office advisors and back office processing, helping ensure accurate and timely handling of client documentation, account updates, and transaction requests. Responsibilities include managing incoming and outgoing correspondence, maintaining organized client records, and coordinating with advisors, custodians, and service providers to resolve operational issues.

This position requires consistent attention to detail, adherence to compliance procedures, and the ability to work efficiently in both in-office and remote settings.

• Candidates should possess strong Office Support and Administrative Assistance skills, including organizing workflows and supporting daily operations.
• Candidates should possess professional Phone Etiquette skills to handle client and partner calls with clarity, courtesy, and confidentiality.
• Candidates should possess solid Clerical Skills, such as data entry, document preparation, filing, and record maintenance.
• Candidates should possess familiarity with Office Equipment, including printers, scanners, multi-line phone systems, and common office software tools.
• Strong attention to detail and accuracy in handling financial and client information.
• Effective written and verbal communication skills and the ability to interact with diverse stakeholders.
• Comfort working within regulated financial or professional environments; prior experience in financial services or insurance is a plus.
• Ability to manage multiple tasks, prioritize deadlines, and work both independently and collaboratively.
• Proficiency with Microsoft Office or similar productivity tools; experience with CRM or portfolio management systems is beneficial.