Ad Id: 995194 Posted by Edward Jones in Brooklyn
This position is ideal for a well-organized person who enjoys multi-tasking and working with both technology and people.
Daily office administration duties include assisting the FA in creating and meeting business plans, overseeing appointment setting and schedules, and processing deposits and transactions.
This multi-faceted role is part client service, part client development, and part office management and administration.
The branch office administrator (BOA) position requires that you possess the following core competencies
Exceptional client service abilities
Critical thinking capabilities
Strong initiative, with the ability to stay focused and proactive while working independently
Effective written and verbal communication skills
A focus on detail and accuracy
The aptitude to learn and understand the financial services industry
Finance / Insurance
| Jobs in Brooklyn, NY
, Detail Oriented
, Reporting Skills
, Time Management
, Office Administration