Branch Office Administrator, Financial Services

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

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.

Job Description

Responsibilities

• The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors.
  
• As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients.
  
• You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.
  
• Delivering exceptional personalized service to ensure clients feel understood and informed.
  
• Taking 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.
  
• Driving marketing activities such as planning and executing events.
  

Knowledge, Skills, and Abilities

• 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: Aptitude to 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: Strong ability to 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.
  
• Streamlining processes with updating SOPs and strategically execute on the branch business plan.
  
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
  
• Team Collaboration
  

Qualifications, Minimum Job Requirements

• High School Diploma or equivalent, a degree in Business Administration or relevant field preferred.
  
• Life Agent Licensed and prior experience working with annuity and life products preferred.
  
  

Benefits

• Comprehensive training including an experienced peer to help mentor you.
  
• A wide support network that extends from your branch office to your region.
  
• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions.
  
• An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
  
• We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being.
  
• Copperleaf Capital's compensation and benefits package for full-time associates includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage
  

Salary

• Salary: $65,000
  
• Salary offers will vary commensurate with experience, education, skills, and training
  
  

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

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.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at View email address on click.appcast.io.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.