Branch Office Administrator - Waupun, WI

The Branch Office Administrator (BOA) role is a fulfilling career opportunity that involves providing administrative support to financial advisors, helping clients achieve their long-term financial goals. As a BOA, 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 such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Benefits

• Comprehensive 6-month training
• A wide support network
• 10 paid holidays
• 15 days of vacation
• Sick time
• Personal days
• Paid day for volunteerism
• 401k retirement plan
• Tax-advantaged accounts: health savings account, and flexible spending account
• Short- and long-term disability, basic life, and basic AD&D coverage
• Bonus opportunities based on branch and firm profitability, along with individual performance