What are the responsibilities and job description for the Branch Office Administrator position at Lend A Hand Financial?
Location : Pompano Beach, Florida
Company : Lend-a-hand Financial Services
Position Type : Full-Time
About Us :
Lendahand Financial Services is a fast-growing Registered Investment Advisor (RIA) firm built on a strong foundation of industry expertise and years of experience in wealth management, financial planning, and investment advisory services. As we expand, we are dedicated to delivering trusted, client-focused financial solutions that help individuals and families protect, grow, and preserve their financial legacies.
Job Summary :
We are looking for a highly organized, detail-oriented, and proactive Branch Office Administrator (BOA) to be a key player in our team. This role is critical in our operational efficiency, and ensuring regulatory compliance, and enhancing client service.
Key Responsibilities :
- Oversee daily office operations, including scheduling, correspondence, and record-keeping.
- Ensure compliance with SEC, FINRA, and state regulatory requirements.
- Support advisors in administrative and operational tasks to streamline efficiency.
- Assist with new account setup, transfers, and ongoing account maintenance using custodial platforms (Schwab, Fidelity, TD Ameritrade, Pershing, etc.).
- Maintain accurate client records and interactions within CRM systems (Redtail, Salesforce, Wealthbox).
- Provide excellent client service, acting as a trusted point of contact for inquiries and support.
- Ensure all client documentation, disclosures, and regulatory records are maintained per RIA industry standards.
- Assist with audits, compliance reporting, and document verification.
- Assist with client communications, newsletters, and event planning to support business development.
- Help drive brand awareness and engagement as we expand our client base.
- Process billing, account funding requests, and distributions in coordination with custodians.
- Generate financial reports and track invoices for timely processing.
Qualifications & Skills :
Why Join Us?
If you are a proactive, detail-oriented professional with a passion for client service and financial operations, and you're seeking an exciting opportunity to grow, we encourage you to apply!
