Position Details
About this role
Branch Office Administrator role supporting a financial advisor team in Santa Fe, NM. Responsibilities include client service, account handling, and administrative support with opportunities to contribute to branch operations and marketing.
Key Responsibilities
- Provide client service via multiple channels
- Manage account transactions and documentation
- Schedule and prepare client meetings
- Support branch business planning and events
- Update SOPs and processes
Technical Overview
Non-technical role centered on customer service tools (MoneyGuide, Salesforce) and office software (Microsoft Office); requires ability to learn firm software and support branch activities.
Ideal Candidate
The ideal candidate is a full-time, on-site BOA with strong client service and account management skills, proficient in MoneyGuide and Salesforce, and capable of handling administrative tasks and collaborating with a team in a financial services environment.
Must-Have Skills
Nice-to-Have Skills
Required Skills
Hard Skills
Soft Skills
Industry & Role
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