Senior Branch Office Administrator - New Kensington, PA - 89481BRDESCRIPTION/RESPONSIBILITIES:
If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our Sr. BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.We'll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including another experienced BOA peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the wayCan you see yourself
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing eventsYou can also expect
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
Full-time Associates receive the following benefits:
A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits. Read more about our total compensation approach.
Paid time off including vacation, sick, holidays and personal days
Supporting a top performing Financial Advisor and branch, combined base and bonus awards range from $52-60k annually based on experience and performance.
Compensation based on firm and branch performance as well as personal performance. Figures based on past few years. Past performance does not guarantee future performance and individual compensation may vary.
What characteristics would make you a successful Sr. BOA?
5+ years of related financial services, banking or legal experience plus demonstration of job progression/responsibility
Ability to deepen and broaden client relationships
Ability to identify opportunities to create efficiency
Strong ability to work independently
Ability to manage multiple priorities in a deadline driven environment
Proficient in current and new office technologyEqual Opportunity Employer-minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity