Safe and secure place to work.
Branch Office Administrator (Current Employee) – Nashville, TN – October 9, 2017
Daily, I serve clients and potential clients and their financial needs while developing a professional relationship with them. I also work in partnership with the financial advisor to ensure that all the needs of our clients and potential clients are met. I answer the phone, manage the advisors schedule, research and execute marketing ideas to increase business, run financial reports as directed by the financial advisor. I also process financial transactions at the request of clients and financial advisor. The most stressful part of my job has been learning a new industry and all the financial rules and regulations.
The most enjoyable part of my job is knowing that I work for a great company that really cares about their employees. I have enjoyed building relationships with other branch office administrators, my financial advisor in the office and also our clients. The best part of my job is that we get to share an opportunity with young adults and elders that will make a positive impact in their lives as they prepare for retirement or live in retirement.