Branch Office Administrator

The Branch Office Administrator provides administrative and client-facing support to financial advisors, helps manage client accounts, and coordinates branch operations to ensure a positive client experience.

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions
• Learn and manage client accounts, including opening and transfers
• Prepare materials for client meetings and maintain documentation
• Schedule appointments and support branch marketing initiatives
• Utilize MoneyGuide, Salesforce, and Microsoft Office

Role involves using MoneyGuide, Salesforce, and Microsoft Office to support client services, accounts, and communications; requires strong computer literacy and a willingness to learn new software.

The ideal candidate is an entry-level Branch Office Administrator with strong client service mindset, capable of supporting financial advisors and handling client communications. They should be comfortable learning software like MoneyGuide and Salesforce and able to contribute to branch operations and marketing support.