Office Administrator
Boulder Connect
Role: Senior Branch Office Administrator supporting Financial Advisors and clients. Responsibilities Include Managing client service, account opening, maintenance, transfers, and trades. Coordinating client meetings and preparing reports. Ensuring compliance with firm and regulatory standards. Utilizing financial and CRM systems to track activities. Supporting marketing initiatives and client events. Handling daily branch operations and upholding a client-first culture. Collaborating with a diverse, inclusive team to help clients achieve long-term financial goals. Qualifications & Skills: Strong organizational, communication, and compliance skills; proficiency with financial and CRM systems; ability to support a client-focused environment. #J-18808-Ljbffr
Vacancy posted 14 hours ago
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