
Job Overview
Compensation
Type:
Hourly
Rate:
Range $19.00 - $20.00
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional Development
Mentorship programs
Flexible work schedule
Job Description
Our company is a leading financial services firm dedicated to helping millions of clients achieve their long-term financial goals. We pride ourselves on delivering personalized service and expert financial advice to over nine million clients, fostering strong relationships built on trust and integrity. As a well-established organization in the financial advisory sector, we maintain a collaborative and supportive work environment that values diverse perspectives and professional backgrounds. Our commitment to excellence and innovation positions us as a trusted name in the industry, continually adapting to meet client needs in a dynamic market.
The Branch Office Administrator (BO... Show More
The Branch Office Administrator (BO... Show More
Job Requirements
- High school diploma or equivalent
- Prior experience in office administration or customer service
- Ability to multitask and manage time effectively
- Strong attention to detail
- Good communication skills
- Basic computer proficiency
- Willingness to learn and grow in the role
Job Qualifications
- High school diploma or equivalent
- Experience in administrative or customer service roles
- Strong organizational and communication skills
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office and other relevant software
- Experience in the financial services industry is a plus
- Excellent interpersonal skills
Job Duties
- Provide administrative support to financial advisors
- Facilitate client communication and ensure client satisfaction
- Manage client account documentation and records
- Assist in the annual business planning process
- Identify clients' needs for additional services
- Plan and execute marketing events
- Collaborate with team members to enhance client support
Job Location
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