Branch Office Administrator, Financial Services

Job Summary The Branch Office Administrator (BOA) provides essential administrative, operational, and client‑service support to one or more Financial Advisors, helping deliver a seamless and positive client experience. This role supports client accounts, coordinates meetings and events, assists with business planning and marketing activities, and ensures accurate documentation and efficient office operations. Strong communication skills, attention to detail, adaptability, and comfort with technology are key to success in this role. Responsibilities Provide administrative support to a financial advisor or a team of multiple advisors. Support client accounts, facilitate communication, and ensure a positive client experience. Deliver exceptional personalized service to ensure clients feel understood and informed. Assist in the annual business planning process to develop strategies for the upcoming year. Actively listen for situations in clients’ lives that may indicate a need for additional services. Drive marketing activities such as planning and executing events. Customer Service & Account Management Provide exceptional service via inbound/outbound calls, email, and in‑person interactions; respond to inquiries, resolve issues, and maintain relationships with clients, referral sources, and internal support team members. Manage account openings, transfers, and other requests; process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support Work independently under the direction of the financial advisor; handle scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Streamline processes through updating SOPs and executing the branch business plan. Technology Strong computer literacy and willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office, and firm‑provided software. Qualifications & Minimum Requirements High School Diploma or equivalent; degree in Business Administration or a relevant field preferred. Life Agent license and prior experience working with annuity and life products preferred. Benefits A comprehensive benefits package that includes medical, prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, basic AD&D coverage, PTO, retirement savings, disability insurance, and life insurance. Additionally, the position offers comprehensive training, peer mentoring, a wide support network, a culture of continuous improvement, an inclusive environment, and a rewards program that promotes long‑term career development and financial security for the employee and their family. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. #J-18808-Ljbffr