Branch Office Administrator - Danville
4 weeks ago

Job summary
This is a fulfilling career opportunity for a Branch Office Administrator (BOA) who will team up with financial advisors to help clients achieve their long-term financial goals. As a BOA, you'll provide administrative support to a financial advisor or a team of multiple financial advisors.
Responsibilities
- Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
- Respond to inquiries, resolve issues, and ensure an exceptional experience.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Job description
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