Job Information
Edward D. Jonespl Branch Office Administrator - Logan, UT in LOGAN, Utah
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. j
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
- - A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
- - An inclusive environment where everyones 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 familys 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 daysWhat characteristics would make you a successful BOA?
- - 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 technology
- - Willingness to learn how financial services/markets work
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
#FinanceBanking