Branch Office Administrator

Job summary
Branch Office Administrator (BOA) roleTeam up with Financial AdvisorsHelp clients achieve their financial goals
Job seniority: associate level
Responsibilities
• Deliver exceptional personalized service to clients• Assist in developing strategies for the upcoming year• Identify opportunities to create efficiency• Drive marketing activities• Actively listen for client's needs• Work independently• Manage multiple priorities• Learn how financial services/markets work
Requirements
• Ability to deepen and broaden client relationships• Proficient in current and new office technology• Strong ability to work independently• Ability to manage multiple priorities in a deadline driven environment• Willingness to learn how financial services/markets work
Key Skills Needed
• Ability to deepen and broaden client relationships• Proficient in office technology• Strong ability to work independently• Ability to manage multiple priorities• Willingness to learn about financial services/markets
Benefits
• Compensation package with bonus potential• Profit sharing• 401k (U.S.) or Group RRSP (Canada)• Comprehensive and competitive health benefits• Paid time off including vacation, sick, holidays, and personal days