Part Time Branch Office Administrator

Role overview

Client and branch responsibilities

• Deliver personalized client service and maintain client, referral-source, and internal relationships.
• Support account opening, transfers, transactions, documentation, and accurate client records at the financial advisor's direction.
• Assist with annual business planning and identify client situations that may indicate a need for additional services.
• Plan and execute marketing activities, including events.
• Schedule appointments, prepare meeting materials, manage correspondence, and support marketing initiatives.
• Update standard operating procedures and execute the branch business plan.

Role requirements

• Provide client service through calls, email, and in-person interactions; respond to inquiries and resolve issues.
• Have an aptitude for learning the financial services industry and working independently at the financial advisor's direction.
• Be computer literate and willing to learn new technology and programs.

Relevant skills and tools

• Listed skills include analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.
• Examples of technology include MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

Training and support

• Includes six months of training with an experienced peer mentor and support from branch, regional, and home-office teams.
• The role often involves working independently with a broader team available for support.

Compensation and benefits

• The firm describes discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Part-time associates averaging at least 30 hours per week over a 12-month measurement period may be eligible for specified health, well-being, and retirement benefits.
• Paid sick leave and paid time off eligibility depends on applicable local requirements and hours worked.