Branch Office Administrator - Columbus, WI

The Branch Office Administrator (BOA) role may be the right opportunity for you. As a BOA, you'll provide administrative support to a financial advisor or a team of multiple financial advisors. 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 coverage
• Vision coverage
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability coverage
• Basic life and AD&D coverage
• 401k retirement plan
• Tax-advantaged accounts (health savings account, flexible spending account)
• 10 paid holidays
• 15 days of vacation
• Sick time
• Personal days
• Paid day for volunteerism
• Employee Assistance Program
• Bonuses and profit sharing