Branch Office Administrator - Webster, NY

The Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. As a BOA, you'll provide administrative support to a financial advisor or a team of multiple financial advisors.

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 (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
• Paid holidays
• Vacation time
• Sick time
• Personal days
• Paid day for volunteerism
• Bonus and profit sharing opportunities
• Employee Assistance Program