Branch Office Administrator - Sumter
1 month ago

Job summary
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.
You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.
This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
- Delivering exceptional personalized service to ensure clients feel understood and informed
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Job description
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