Position Details
About this role
Branch Office Administrator (BOA) in Bryson City, NC, provides client service and administrative support to financial advisors. Responsibilities include inbound/outbound client calls, account opening and transfers, scheduling, documentation, and supporting marketing initiatives.
Key Responsibilities
- Client service via inbound/outbound calls
- Account opening and transfers
- Administrative & operational tasks
- Scheduling appointments and preparing materials
- Supporting marketing initiatives and SOP updates
Technical Overview
Proficiency with MoneyGuide, Salesforce, and Microsoft Office is expected; familiarity with SOPs and branch operations.
Ideal Candidate
The ideal candidate is a customer-service oriented BOA with strong administrative skills and the ability to handle inbound/outbound calls. Proficiency with MoneyGuide, Salesforce, and Microsoft Office is preferred; prior experience in financial services is a plus, with a part-time availability.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Part-time position requirement, Inability to work in Bryson City, NC, Lack of customer service experience
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