Branch Office Administrator

Support financial advisors by delivering administrative and client services, maintaining client records, and assisting with onboarding and marketing activities.

• Provide client service via calls, email, and in-person interactions
• Learn account opening and transfers
• Prepare meeting materials and maintain client records
• Schedule appointments and support branch business plan
• Support marketing events

Utilizes MoneyGuide, Salesforce, and Microsoft Office to support client interactions, account activities, and communications; perform SOP updates and branch planning tasks.

The ideal candidate is an entry-level administrative professional with customer service experience in financial services, comfortable handling client inquiries and learning tools like MoneyGuide, Salesforce, and Microsoft Office to support financial advisors.