Branch Office Administrator - Waupun, WI

The Branch Office Administrator (BOA) role is a fulfilling career opportunity where you'll provide administrative support to a financial advisor or a team of multiple financial advisors. As a BOA, you'll be a vital part of our team, providing seamless support to our 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.

Benefits

• Medical and prescription drug
• Dental
• Vision
• Voluntary benefits
• Short- and long-term disability
• Basic life
• Basic AD&D coverage
• 401k retirement plan
• Tax-advantaged accounts
• Ten paid holidays
• 15 days of vacation
• Sick time
• Personal days
• Paid day for volunteerism