Part Time Branch Office Administrator

Overview

The Branch Office Administrator (BOA) role supports financial advisors and helps clients achieve their long-term financial goals. The BOA provides administrative support to a financial advisor or a team of multiple financial advisors and is a valued part of the client support team.

• 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
• Support client accounts, facilitate communication, and ensure a positive client experience
• Assist in driving marketing activities such as planning and executing events

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

• 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.
• Account Management: Learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamline processes with updating SOPs and support the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products and other firm-provided software.

• A culture of continuous improvement and professional development that respects individual contributions
• An inclusive environment where diverse viewpoints are valued and help achieve results
• A rewards program recognizing individual efforts and supporting long-term career, financial security, and wellbeing
• Part-time associates (average at least 30 hours/week over 12 months) are eligible for benefits including medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility based on hours of service