Branch Office Administrator - Lexington
5 days ago

Job summary
This role may be the right opportunity for you if you find yourself looking for a fulfilling career.
The Branch Office Administrator (BOA) provides administrative support to a financial advisor or team of multiple financial advisors.
BOAs help clients achieve their long-term financial goals by delivering exceptional personalized service,
taking an active role in the annual business planning process to assist in developing strategies
for the upcoming year and driving marketing activities such as planning and executing events.
Qualifications
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
Benefits
Job description
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