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Branch Office Administrator - Longmont, CO - 89131BR
Branch Office Administrator - Longmont, CO - 89131BR-March 2024
Longmont
Mar 30, 2026
About Branch Office Administrator - Longmont, CO - 89131BR

  If you find yourself looking for a fulfilling career, the Branch OfficeAdministrator (BOA) role may be the right opportunity for you. BOAs teamup with Financial Advisors to help clients achieve their long-term financialgoals. Were proud to serve over seven million clients. Our BOAs are a valuedpart of the client team, and we credit much of our success to their uniqueexperiences and professional backgrounds. We value different viewpoints tohelp achieve results.

  Well give you the support you need. Our team will be there every step of theway, providing:Comprehensive 6-month training including an experienced peer to help mentoryouA wide support network that extends from your branch office to your region tothe home officeYoull often work independently but will have a team of thousands backing youevery step of the wayCan you see yourselfDelivering exceptional personalized service to ensure clients feel understoodand informedTaking an active role in the annual business planning process to assist indeveloping strategies for the upcoming yearActively listen for situations in the clients' lives that may indicate aneed for additional servicesDriving marketing activities such as planning and executing eventsYou can also expectA culture of continuous improvement and professional development reflecting arespect for individuals and their unique contributionsAn inclusive environment where everyones different viewpoints are valued andhelp to achieve results.We recognize individual efforts through a rewards program that promotes along-term career, your financial security and you and your familys well-beingFull-time Associates receive the following benefits:A compensation package that includes bonus potential, profit sharing, a401k (U.S.) or Group RRSP (Canada) and comprehensive and competitivehealth 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 relationshipsAbility to identify opportunities to create efficiency

  Strong ability to work independentlyAbility to manage multiple priorities in a deadline driven environmentProficient in current and new office technologyWillingness to learn how financial services/markets work

  Equal Opportunity Employer -minorities/females/veterans/individuals with disabilities/sexualorientation/gender identity

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