Job Description

Branch Office Administrator – Financial Services

📍 Wilson, NC

Be the Backbone of a Fast-Paced, High-Performing Team

Are you someone who thrives in a fast-moving environment, effortlessly juggling multiple priorities while keeping everything organized? Do you have securities industry experience and a knack for recognizing key clients and connecting the dots? If so, we want to hear from you.

We are looking for a Branch Office Administrator (BOA) to join a high-performing financial services team. This role is more than just administrative support—you’ll be a key player in ensuring operations run smoothly, clients feel valued, and the office stays ahead of the game.

What You’ll Do

• Serve as the first point of contact for clients, ensuring they feel heard, informed, and supported.
• Manage Salesforce and MoneyGuidePro, keeping client records up-to-date and ensuring seamless operations.
• Prioritize tasks efficiently in a fast-paced environment, supporting the financial advisor and team with client requests and business development activities.
• Execute marketing and client engagement initiatives, including planning and coordinating events.
• Stay proactive—anticipate client needs before they arise, and help troubleshoot challenges.

What We’re Looking For

• Securities industry experience with an understanding of complex financial products.
• Strong organization and prioritization skills to manage multiple moving pieces daily.
• Ability to work independently while also collaborating with a dynamic team.
• Excellent communication skills with clients, colleagues, and external partners.
• Experience with Salesforce and MoneyGuidePro (or similar financial planning tools).

Compensation and Benefits

• Salary range: $50,000 - $65,000, with potential for a higher salary based on experience.
• Comprehensive benefits package, including healthcare, retirement, and performance incentives.
• Opportunity to work with a top-producing financial advisor in a unique and high-energy office environment.

This is an on-site role based in Wilson, NC—candidates from nearby areas such as Rocky Mount and Wendell are encouraged to apply.

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