15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
WealthPlan Financial Group LLC provides effective, long-term financial solutions to individuals and small businesses, offering a wide array of financial advice, asset management services and insurance related programs. We have an immediate need for a Branch Office Administrator to join our regional OSJ team!
This position will be located in our OSJ branch in Ballantyne’s Corporate Park. The ideal candidate is extremely service-oriented, possessing the following core competencies:
The ideal candidate will possess excellent phone and written communication skills and have experience with Microsoft Office Suite. Knowledge of RedTail, Hyland, Wealthscape, Envestnet and other financial industry platforms is preferred. Financial industry licensing such as the Finra SIE, Series 6, or Series 7 a plus. SIE required within 6 months of hire.
Per regulatory requirements, candidates must submit to a mandatory background check including criminal and personal credit checks. Fingerprinting must be completed and submitted prior to approval/hire. Candidates are subject to preliminary and random drug testing. Proof of eligibility to work in the United States must be provided.
Branch Office Administrator, BOA, Client Service Administrator, Client Service Manager, Client Service Associate, Client Service Coordinator, Client Service Assistant, Operations Assistant, Operations Specialist