Part Time Branch Office Administrator - Lake Oswego, OR

Unclassified - Lake Oswego, OR

Part-time - Entry Level

Lake Oswego, OR

About the position

The Branch Office Administrator (BOA) role is a fulfilling opportunity for individuals looking to make a significant impact in the financial services industry. As a BOA, you will collaborate closely with Financial Advisors to assist clients in achieving their long-term financial goals. This position is integral to the client team, and the success of the organization is largely attributed to the unique experiences and professional backgrounds of the BOAs. The company prides itself on serving over seven million clients, and the BOA plays a crucial role in ensuring that clients feel understood and informed throughout their financial journey. In this role, you will receive comprehensive training over a six-month period, which includes mentorship from an experienced peer. You will also benefit from a wide support network that spans from your local branch office to the regional and home office levels. While you will often work independently, you will have the backing of a large team to support you in your responsibilities. Your responsibilities will include delivering exceptional personalized service to clients, actively participating in the annual business planning process, and identifying opportunities for additional services based on clients' needs. You will also be involved in driving marketing activities, such as planning and executing events, to enhance client engagement and satisfaction. The company fosters a culture of continuous improvement and professional development, valuing the unique contributions of each individual. They recognize individual efforts through a rewards program that promotes long-term career growth, financial security, and overall well-being for you and your family. Part-time Associates can earn certain benefits upon meeting minimum hour requirements, while full-time Associates enjoy a comprehensive compensation package that includes bonus potential, profit sharing, a 401k or Group RRSP, and competitive health benefits, along with paid time off for vacation, sick leave, holidays, and personal days.

Responsibilities

• Deliver exceptional personalized service to clients to ensure they 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

• At least 1 year of experience in a relevant field.
• Strong ability to work independently and manage multiple priorities in a deadline-driven environment.
• Proficient in current and new office technology.
• Willingness to learn how financial services and markets work.

Nice-to-haves

• Ability to deepen and broaden client relationships.
• Ability to identify opportunities to create efficiency.

Benefits

• Comprehensive 6-month training including mentorship from an experienced peer.
• A wide support network from branch office to home office.
• Rewards program that promotes long-term career and financial security.
• Full-time Associates receive a compensation package that includes bonus potential, profit sharing, and comprehensive health benefits.
• Paid time off including vacation, sick leave, holidays, and personal days.