Branch Office Administrator

Location: Broward County, 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. Securities offered through Cambridge Investment Research.

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,).
• 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: 

• Experience in financial services, wealth management, or investment advisory firms preferred.
• Knowledge of RIA operations, financial regulations, and compliance requirements.
• Proficiency in custodial platforms (Schwab, Fidelity, TD Ameritrade, Pershing) and CRM software.
• Strong organizational, communication, and problem-solving skills.
• Ability to handle confidential information with discretion and professionalism.
• FINRA Series 7/66 is required.

Why Join Us? 

• Be a part of our growth – Join a fast-expanding RIA firm and help shape our future.
• Competitive salary with performance-based bonuses.
• Career advancement in a rapidly growing organization.
• Collaborative and professional work environment.
• Ongoing training & professional development.

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!