Position Details

Type Full-Time

Experience entry

Exp. Years Not specified

Education Not specified

Category Customer Success & Support

About this role

Branch Office Administrator provides client support, branch operations assistance, and marketing/event coordination to support advisors and maintain a high level of client experience.

Key Responsibilities

Client interactions, account transfers, scheduling, preparing materials, supporting branch business plan, marketing events

Technical Overview

Administrative role with CRM and financial planning tool exposure; requires familiarity with MoneyGuide, Salesforce, and Microsoft Office.

Ideal Candidate

The ideal candidate is an entry-level customer support professional with strong communication, organizational, and administrative skills who can manage client interactions, scheduling, and basic marketing activities.

Must-Have Skills

Client Service: Provide exceptional service to clients via inbound and outbound callsemailand in-person interactions.Account Management: Aptitude to learn and understand the financial services industry; account openingtransfersetc.Administrative & Operational Support: Independently work under the direction of the financial advisor; schedulingmaterialscommunications.Technology: Proficiency with MoneyGuideSalesforceMicrosoft Office

Nice-to-Have Skills

Experience with branch business planningEvent planningMarketing initiativesSOP development and updates

Tools & Platforms

MoneyGuideSalesforceMicrosoft Office

Required Skills

MoneyGuideSalesforceMicrosoft Officeclient serviceaccount managementadministrative support

Hard Skills

MoneyGuideSalesforceMicrosoft Office

Soft Skills

Analytical thinkingAttention to DetailAdaptabilityConversational SkillsTeam Collaboration

Industry & Role

Industry Financial Services

Job Function Provide client service and operations support to a financial advisor team

Role Subtype Customer Support Specialist

Tech Domains MoneyGuide, Salesforce, Microsoft Office

Keywords for Your Resume

branch office administratorboaedward jonescustomer serviceclient supportmoneyguidesalesforcemicrosoft officedigital toolsanalytical thinkingattention to detailteam collaborationadministrative tasksbranch operationsmarketing eventssopschedulingclient relationshipsinbound callsoutbound callssop updates

Deal Breakers

Not specified

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