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Branch Office Administrator - 87945BR
Branch Office Administrator - 87945BR-March 2024
Madison
Mar 29, 2026
About Branch Office Administrator - 87945BR

  JOB REQUIREMENTS: Branch Office Administrator - Madison, WI - 87945BRDESCRIPTION/RESPONSIBILITIES: If you find yourself looking for afulfilling career, the Branch Office Administrator (BOA) role may be theright opportunity for you. BOAs team up with Financial Advisors to helpclients achieve their long-term financial goals. We\'re proud to serveover seven million clients. Our BOAs are a valued part of the clientteam, and we credit much of our success to their unique experiences andprofessional backgrounds. We value different viewpoints to help achieveresults. We\'ll give you the support you need. Our team will be thereevery step of the way, providing: * Comprehensive 6-month trainingincluding an experienced peer to help mentor you * A wide supportnetwork that extends from your branch office to your region to the homeoffice * You\'ll often work independently but will have a team ofthousands backing you every step of the way Can you see yourself *Delivering exceptional personalized service to ensure clients feelunderstood and informed * Taking an active role in the annual businessplanning process to assist in developing strategies for the upcomingyear * Actively listen for situations in the clients\' lives that mayindicate a need for additional services * Driving marketing activitiessuch as planning and executing events You can also expect * A cultureof continuous improvement and professional development reflecting arespect for individuals and their unique contributions * An inclusiveenvironment where everyone\'s different viewpoints are valued and helpto achieve results. * We recognize individual efforts through a rewardsprogram that promotes a long-term career, your financial security andyou and your family\'s well-being * Full-time Associates receive thefollowing benefits: * A compensation package that includes bonuspotential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) andcomprehensive and competitive health benefits. Read more about our totalcompensation approach. * Paid time off including vacation, sick,holidays and personal days Equal OpportunityEmployer-minorities/females/veterans/individuals withdisabilities/sexual orientation/gender identity ***** OTHEREXPERIENCE AND QUALIFICATIONS: What characteristics would make you asuccessful BOA? * Ability to deepen and broaden client relationships *Ability to identify opportunities to create efficiency * Strong abilityto work independently * Ability to manage multiple priorities in adeadline driven environment * Proficient in current and new officetechnology * Willingness to learn how financial services/markets work***** APPLICATION INSTRUCTIONS: Apply Online:https://ars2.equest.com/?response_id=e1ab0bfa5e7ddab62da34fdf1d3bcdccOther: Applicants ONLY to apply via URL link provided!

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