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Branch Office Administrator - Englewood, CO - 92808BR
Date Posted: 04/24/2024
Job #: 3060157
Location: Englewood
If you find yourself looking for a fulfilling career, the Branch Office
Administrator (BOA) role may be the right opportunity for you. BOAs team
up with Financial Advisors to help clients achieve their long-term financial
goals. Were proud to serve over seven million clients. Our 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.
Well give you the support you need. Our team will be there every step of the
way, providing:
Comprehensive 6-month training including an experienced peer to help mentor
you
A wide support network that extends from your branch office to your region to
the home office
Youll often work independently but will have a team of thousands backing you
every step of the way
Can 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 events
You can also expect
...
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