Job Order Detail

Description

Branch Address: 3-419 Ludlow Street

If you find yourself looking for a fulfilling career, 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. Our Branch Office Administrators are a valued part of the client team.

What characteristics would make you a successful BOA?
* Ability to deepen and broaden client relationships
* Ability to identify opportunities to create efficiency
* Strong ability to work independently
* Ability to manage multiple priorities in a deadline driven environment
* Proficient in current and new office technology
* Willingness to learn how financial services/markets work

Well give you the support you need. Our team will be there every step of the way, providing:

* Comprehensive 6-month training including an experienced peer to help mentor you
* A wide support network that extends from your branch office to your region to the home office
* Youll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself
* 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
* Driving marketing activities such as planning and executing events

Full-time associates receive the following benefits: A compensation package that includes bonus potential, profit sharing, Group RRSP, comprehensive and competitive health benefits, and paid time off including vacation, sick, holidays and personal days.