Part Time Branch Office Administrator - Holland
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.
The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors.
- 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
- Actively listen for situations in the clients' lives that may indicate a need for additional services
Job description
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