Branch Office Administrator - Denison, TX - 96268BR

$69,000 - $164,000/Yr

Unclassified - Denison, TX

Full-time - Entry Level

Onsite - Denison, TX

About the position

The Branch Office Administrator (BOA) role at EDJ Holding Company is designed for individuals looking to support Financial Advisors in helping clients achieve their long-term financial goals. This position emphasizes personalized service, client relationship management, and active participation in business planning and marketing activities. BOAs are integral to the client team, contributing to the overall success of the firm by leveraging their unique experiences and professional backgrounds.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

Requirements

• 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.

Benefits

• A compensation package that includes bonus potential and profit sharing.
• 401k (U.S.) or Group RRSP (Canada).
• Comprehensive and competitive health benefits.
• Paid time off including vacation, sick, holidays, and personal days.