Branch Office Administrator - Brookfield, WI

The Branch Office Administrator (BOA) role may be the right opportunity for you. As a BOA, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

Requirements

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Aptitude to learn and understand the financial services industry.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor.
• Technology: Strong computer literacy with willingness to learn new technology and programs.

Benefits

• Medical and prescription drug coverage
• Dental and vision coverage
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability coverage
• Basic life and basic AD&D coverage
• 401k retirement plan
• Health savings account and flexible spending account
• Paid holidays
• Vacation time
• Sick time
• Personal days
• Paid day for volunteerism
• Bonuses and profit sharing
• Employee Assistance Program