Branch Office Administrator

The Branch Office Administrator provides client-facing support and administrative assistance to financial advisors, helping manage client accounts and branch operations in Johnston, IA.

• 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 and account management; requires solid computer literacy and willingness to learn new software.

The ideal candidate is an entry-level Branch Office Administrator in Johnston, IA, with a strong client-service orientation and a willingness to learnMoneyGuide and Salesforce. They should be capable of handling administrative tasks and supporting financial advisors to deliver a positive client experience.