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Branch Office Administrator
Wilson, NC
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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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