✦ Luna Orbit — Finance & Accounting

Untitled Position

at Company

Unknown Posted March 30, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years Not specified
Education Not specified
Category Finance & Accounting

About this role

Branch Office Administrator role for a Financial Services branch in La Vista, NE. Responsible for client service, account handling, and administrative support to help advisors meet client goals.

Key Responsibilities

  • Provide client service via inbound/outbound calls
  • Manage accounts and documentation
  • Prepare materials for client meetings
  • Support branch business planning and events
  • Update SOPs and processes

Technical Overview

Non-technical role focusing on customer-service tools (MoneyGuide, Salesforce) and office software (Microsoft Office).

Ideal Candidate

The ideal candidate is a full-time, on-site BOA in La Vista with strong client service and account management abilities, proficient with MoneyGuide and Salesforce, and capable of handling administrative tasks and branch operations.

Must-Have Skills

Client ServiceAccount ManagementAdministrative & Operational SupportTechnology

Nice-to-Have Skills

Digital Tool UtilizationTeam CollaborationAnalytical ThinkingAttention to DetailAdaptabilityConversational Skills

Required Skills

Client ServiceAccount ManagementAdministrative & Operational SupportTechnologyMoneyGuideSalesforceMicrosoft Office

Hard Skills

MoneyGuideSalesforceMicrosoft Office

Soft Skills

Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsTeam Collaboration

Industry & Role

Industry Financial Services
Job Function Provide administrative and client-support services to financial advisors in a branch office
Role Subtype Branch Office Administrator

Keywords for Your Resume

branch office administratorbranch office administrator boaboamoneyguidesalesforcemicrosoft officeinbound callsoutbound callscustomer serviceclient serviceaccount managementadministrative taskson-sitela vistanebraskaedward jonesteam collaborationfull-timeBranch Office AdministratorBOAMoneyGuideSalesforceMicrosoft Office
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