Position Details

Type Full-Time

Experience entry

Exp. Years Not specified

Education Not specified

Category Operations & Logistics

About this role

Branch Office Administrator provides administrative support to financial advisors, handling client accounts, communications, scheduling, and branch marketing activities.

Key Responsibilities

Deliver exceptional client service
Support annual business planning and marketing events
Manage client communications
Schedule appointments and prepare meeting materials
Learn financial services processes and support advisory teams

Technical Overview

Focus on customer service and office operations with use of MoneyGuide, Salesforce, and Microsoft Office tools.

Ideal Candidate

Entry-level BOA with strong client-service mindset, capable of supporting financial advisors with administrative tasks, scheduling, and marketing; comfortable learning tools like MoneyGuide and Salesforce.

Must-Have Skills

Strong client service orientationAbility to handle inbound/outbound communicationsSchedule management and meeting preparationAbility to learn financial services basicsIndependent work with supervision

Nice-to-Have Skills

MoneyGuideSalesforceMicrosoft Office

Tools & Platforms

MoneyGuideSalesforceMicrosoft Office

Required Skills

Client serviceaccount openingaccount transfersschedulingpreparing materialsmarketing activitiesadministration

Hard Skills

Customer serviceAccount managementAdministrative tasksSchedulingMarketing support

Soft Skills

CommunicationTeam collaborationProblem-solvingAdaptabilityAttention to detail

Industry & Role

Industry Retail

Job Function Administrative and client-support role enabling financial advisory services

Role Subtype Operations Specialist

Tech Domains Microsoft Office, Salesforce, MoneyGuide

Keywords for Your Resume

branch office administratorboaedward jonesfinancial advisor supportclient serviceaccount openingaccount transfersscheduling appointmentsmaterials for client meetingsmarketing initiativesmoneyguidesalesforcemicrosoft officeonsitefull-timeappointment scheduling

Deal Breakers

Not specified in posting

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