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Play an important role in helping others - and yourself - achieve goals
Company is a privately owned Fortune 500 Company known for building quality, one-to-one relationships with our clients through more than 14,000 Financial Advisors (FA) across the United States and Canada. Our goal is to build our branch office network to 20,000 FAs and we are searching for talented individuals to help us achieve that vision.
Each FA is supported by a Branch Office Administrator who
Partners with the FA to build deep, trusted client relationships
Enables the FA to focus on providing tailored, solutions-based advice, and
Delivers exceptional client service.
Company FAs are known for building quality, one-to-one relationships with their clients - and they're able to maintain those relationships with the help of the BOA. When clients have questions, the FA will often depend on the BOA to provide a timely response.
An effective marketing communications program is only as strong as the person who implements it on a daily basis. At the FA's direction, the BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. The BOA also helps the FA deepen existing client relationships by recognizing opportunities during day-to-day client interactions, proactively preparing a variety of reports for scheduled appointments, and scheduling systematic contact activities.
Region and firm assistance
To improve region performance and support our growing firm, we have established a number of regional support programs for all BOAs. While not required, experienced BOAs often volunteer for a program such as mentoring, BOA meeting planning or presentations. They help with an occasional branch visit, workshop or special project.
Certain BOAs will also have the opportunity to play a larger role in their region if their FA holds one of the key leadership positions. This generally involves scheduling meetings, communicating with other branches and compiling reports. Many branches also host a FA trainee for several weeks. In this case, the BOA can be called upon to help the new FAs become familiar with processing systems and office record keeping.
This position is ideal for a well-organized person who enjoys multi-tasking and working with both technology and people. Daily office administration duties include assisting the FA in creating and meeting business plans, overseeing appointment setting and schedules, and processing deposits and transactions.
Investing in You
Working at Company offers many rewards, and our commitment to sharing the firm's success with those who create it makes our total return different from that of other firms. We recognize individual efforts through a competitive reward program and a unique culture that promotes a long-term career, contributes to your financial security, and encourages your and your family's well-being.
This multi-faceted role is part client service, part client development, and part office management and administration: The branch office administrator (BOA) position requires that you possess the following core competencies:
Exceptional client service abilities
Critical thinking capabilities
Strong initiative, with the ability to stay focused and proactive while working independently
Effective written and verbal communication skills
A focus on detail and accuracy
The aptitude to learn and understand the financial services industry
At Company, we help clients achieve their serious, long-term goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we've located our 12,000+ branch offices in the neighborhoods where our nearly 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with them. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience.
Awards and Accolades
For the 19th year, Company was named one of the “100 Best Companies to Work For®” by FORTUNE magazine in its annual listing. The firm ranked No. 5 overall. These 19 FORTUNE rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive No. 1 rankings in 2002 and 2003.
Company does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.
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