Branch Office Administrator - Sellersburg, IN

The Branch Office Administrator (BOA) role may be the right opportunity for you if you're looking for a fulfilling career. As a BOA, you'll team up with financial advisors to help clients achieve their long-term financial goals, providing seamless support to clients and playing 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 such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Benefits

• medical and prescription drug
• dental
• vision
• voluntary benefits
• short- and long-term disability
• basic life
• basic AD&D coverage
• 401k retirement plan
• health savings account
• flexible spending account
• paid holidays
• vacation
• sick time
• personal days
• paid day for volunteerism