Branch Office Administrator Jobs

The Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We’re proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.This exciting role will provide you the opportunity to build relationships with leaders throughout the City, further refine your financial acumen in a complex municipal environment and help advance your career through challenging and rewarding work. This position will report directly to the Director of Operations.

We’ll give you the support you need. Our team will be there every step of the way, providing:

• Comprehensive 6-month training including an experienced peer to help mentor you
• You’ll often work independently but will have a team of thousands backing you every step of the way
• Can you see yourself…Delivering exceptional personalized service to ensure clients feel understood and
• A wide support network that extends from your branch office to your region to the home office

In this role, you will have the opportunity to:

Assist in the development and processing of contracts including participating in drafting RFP for contracts, evaluating proposals, and administering contracts for compliance and expenditures

Review contracts for proper scope, constraints, budget, time and other needs

Track and analyzing contract expenditures

Prepare comprehensive reports that reflect findings and conclusions, recommends feasible solutions in areas that require attention or change, and implements approved recommendations

Ensure compliance with applicable laws, regulations, and policies, and assists in establishing processes and controls to ensure compliance

Provide administrative support and office management for an executive of an independent office of the Mayor

Participate in the formation of operating policies and procedures, provide advice and interpretative information pertaining to policies and procedures, evaluate proposed changes to policies and procedures, and make recommendations

About You:

Our ideal candidate will have a combination of the following:

Conflict Management – Manages and resolves conflicts, grievances, confrontations, or disagreements in a constructive manner to minimize negative personal impact

Customer Service – Interacts with customers in a friendly and professional manner, works to resolve issues quickly and effectively, and is knowledgeable about products and services

Problem Solving – Identifies problems; determines accuracy and relevance of information; uses sound judgement to generate and evaluate alternatives, and to make recommendations

Working with People – Shows respect for the views and contributions of other team members. Shows empathy, listens, supports, and cares for others, and reconciles conflict

Writing – Writes in a clear, concise, organized, and convincing manner for the intended audience

Knowledge of budgeting principles and practices sufficient to be able to assume budgetary responsibilities as required

Knowledge of various types of contracts, techniques for contracting or procurement, and contract negotiations and administration.

Knowledge of planning, coordination, and execution of business functions, resource allocation, and production

We realize your time is valuable so please do not apply if you do not have at least the following required minimum qualifications

Education requirement: Bachelor's Degree in related field

Experience Requirement: Three (3) years of full performance, professional level duties within a specialized, functional area

Education/Experience Equivalency: One (1) year of the appropriate type and level of experience may be substituted for each required year of post-high school education

You Will:

Work with Sales Team to setup new business in Member Admin and Lawson

Perform New Business Quality Assurance Activities, including:

Validate that the Opportunity includes all required information for the site setup process, the compensation process, and the implementation process.

Ensure contracts, service orders, and proforma are attached to Opportunity.

Maintain repository of contracts in Spring Cm Contract Management System.

Validate contract terminations by working with Sales and Ops to gather data on affected site numbers, termination dates, and termination reasons. Provide information to Program Manager for financial impact evaluations.

Provide copies of contracts upon request.

Provide Salesforce and Member Admin Training for Sales Team.

Setup Epic Access Agreements and Epic Customer Schedules.

Perform data integrity activities including manual validation of account names, addresses, phone numbers, and health system affiliations.

Participate in assigned data integrity projects, process improvement projects, and user acceptance testing of system changes.

What You Will Bring to the Table:

Knowledge of Salesforce, Cog nos, and Member Admin preferred.

3-5 years of administrative experience with deal closing process validations and verification of data from contracts (MAS, Sows, and SOs).

Experience maintaining the integrity of customer data used to support all activities of the sales workflow.

Experience with creating training materials and job aides.

Attention to detail, a sense of urgency, and strong follow through.

Excellent computer and data analytical skills.

Excellent verbal and written communications skills.

We are committed to building a diverse team of Anteaters who are all responsible for stewarding a high-performance culture in which all Anteaters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Vedanta Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.

The kind of stuff you’ll be doing:

Ensure smooth day-to-day operations.

Conduct research, analysis and create insights from data for daily reporting.

Source for potential advertisers and assist in customer on boarding.

Manage project launch and monitor the performance.

Support member queries and reviews for our marketplace.

Other ad-hoc operational tasks.

The kind of requirements we expect:

Organized, focus and self-motivated to be successful and productive working remotely.

Highly responsible, organized, detail-oriented and meticulous with good follow-through.

Able to work independently with a structured workflow. Must be IT Savvy.

Excellent English written skills. Fluent in another language is a plus.

Proficient in Microsoft Office/ Google Suite.

People oriented, enjoy helping others and have a good learning attitude.

What you can expect:

Flexible working hours. Students looking for part-time are welcome to apply!

Take on responsibility and spearhead projects/initiatives.

Many hands-on opportunities in business operations, project management, data analytics, advertising and startup process!

The VP of Operations will possess strong relationship building and work ethic, proven problem-solving skills, resource planning skills, proactive personality, ability to think quickly and recognize problems while quickly creating solutions, and ability to motivate and develop employees. We are looking for visible leadership, accountability, and someone with a successful track record in process transformation. This position will lead from the front line and achieve results side-by-side with managers and employees.

Job Responsibilities:

Lead and motivate our team according to our culture and values.

Develop comprehensive operational plans and strategy to support business growth and maintain optimal volume throughput, cost control, operations efficiency, and quality.

Implement uniform best practices while maintaining compliance.

Systematically cultivates and maintains collaborative relationships with managers of the organization to achieve mutual goals.

Maintain and foster a high level of teamwork, hire and mentor best in class.

Develop and implement plans and research projects to improve and expand operational growth and financial profitability.

Oversee and adjust processes and operations as necessary to ensure efficient and effective execution of policies and procedures.

Spectrum Association Management Highlighted Benefits:

Hybrid Empowerment Plan -Our culture is based on trust. We empower our employees to work in-office and remotely based on the role, requirements of the business, and preference of the employee.

Recognized as Best Places to Work 15 years in a row!

Fastest Growing Company - Fast Track 50 in 2020.

San Antonio-based homeowners’ association management company.

Privately-owned with over 20 years in business.

Work / Life balance.

5 weeks of PTO to allow for rest, travel, family, and your hobbies.

40 paid hours per year for community service activities.

Internal Learning and Development Management System.

Full suite of benefits includes Medical, Dental, Vision, STD/LTD, Life/AD&D and a 401k program.

Free medical clinic in-house (in San Antonio office – virtual appointments for other offices.