Position Details
About this role
This Part-Time Branch Office Administrator role supports a financial advisor team by providing client service, account management, and administrative support in a fast-paced financial services environment. It includes training and opportunities to contribute to business plans and marketing activities.
Key Responsibilities
- Provide client service and relationship support
- Manage account-related requests
- Prepare materials for client meetings and maintain records
- Schedule and coordinate activities
- Support branch marketing and business planning
Technical Overview
Non-technical role with focus on customer service tools (MoneyGuide, Salesforce) and office software (Microsoft Office). Requires ability to learn firm-provided software and support marketing initiatives.
Ideal Candidate
The ideal candidate is a customer-service oriented, detail-driven part-time BOA who can support multiple financial advisors, with proficiency in MoneyGuide and Salesforce, and strong administrative capabilities to manage client accounts and marketing initiatives.
Must-Have Skills
Nice-to-Have Skills
Required Skills
Hard Skills
Soft Skills
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