Branch Office Administrator - Sheboygan, WI

The Branch Office Administrator (BOA) role is a fulfilling career opportunity that involves providing administrative support to financial advisors and clients. As a BOA, you'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. You'll have the support of a wide network and opportunities for growth and development.

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 and handle various administrative tasks.
• Technology: Strong computer literacy and willingness to learn new technology.

Benefits

• Medical and prescription drug
• Dental
• Vision
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability
• Basic life
• Basic AD&D coverage
• 401k retirement plan
• Tax-advantaged accounts: health savings account, and flexible spending account
• 10 paid holidays
• 15 days of vacation
• Sick time
• Personal days
• Paid day for volunteerism
• Bonus and profit sharing opportunities
• Employee Assistance Program