Unclassified - Denison, TX
posted 2 months ago
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. We are proud to serve over seven million clients, and our BOAs are a valued part of the client team. We credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. In this role, you will receive comprehensive support, including a 6-month training program with an experienced peer to mentor you. You will have access to a wide support network that extends from your branch office to your region and the home office. While you will often work independently, you will have a team of thousands backing you every step of the way. As a BOA, you will be responsible for delivering exceptional personalized service to ensure clients feel understood and informed. You will take an active role in the annual business planning process to assist in developing strategies for the upcoming year. Additionally, you will actively listen for situations in clients' lives that may indicate a need for additional services and drive marketing activities such as planning and executing events. The company fosters a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. An inclusive environment is promoted where everyone's different viewpoints are valued and help to achieve results. Individual efforts are recognized through a rewards program that promotes a long-term career, financial security, and the well-being of you and your family.