Branch Office Administrator, Financial Services

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The Branch Office Administrator (BOA) provides essential administrative, operational, and client service support to one or more Financial Advisors, helping deliver a seamless and positive client experience. This role supports client accounts, coordinates meetings and events, assists with business planning and marketing activities, and ensures accurate documentation and efficient office operations. Strong communication skills, attention to detail, adaptability, and comfort with technology are key to success in this role.

Job Description

Responsibilities

• The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors.
• As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients.
• You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.
• 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.

Knowledge, Skills, and Abilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Account Management: Aptitude to learn and understand the financial services industry.
• Includes account opening, handling account transfers and other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor.
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
• Streamlining processes with updating SOPs and strategically execute on the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
• Team Collaboration

Qualifications
Minimum Job Requirements

• High School Diploma or equivalent, a degree in Business Administration or relevant field preferred.
• Life agent licensed and prior experience working with annuity and life products preferred. 

Benefits

• Comprehensive training including an experienced peer to help mentor you.
• A wide support network that extends from your branch office to your region.
• You'll often work independently but will have a team backing you every step of the way.
• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions.
• An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
• We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being.
• Full-time Associates receive the following benefits:
• Copperleaf Capital’s compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage
• Short- and long-term disability, basic life, and basic AD&D coverage
• Copperleaf Capital offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account
• Copperleaf Capital observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well