Needed 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.

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.