Branch Office Administrator

The Branch Office Administrator provides administrative support to financial advisors, manages client accounts, and drives marketing activities. It involves delivering exceptional client service, handling inbound/outbound communications, and using tools like MoneyGuide, Salesforce, and Microsoft Office.

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions
• Support client accounts and maintain accurate client records
• Assist in annual business planning and marketing events
• Coordinate scheduling and administrative tasks for advisors
• Update and maintain SOPs and process improvements; leverage MoneyGuide, Salesforce, and Microsoft Office

Environment centers on client service in a financial services branch. Primary tools include MoneyGuide, Salesforce, and Microsoft Office to support account management and marketing tasks.

The ideal candidate is an entry-level Branch Office Administrator with strong customer service and administrative skills, capable of supporting financial advisors in a fast-paced branch environment. They should be proficient with MoneyGuide, Salesforce, and Microsoft Office and able to manage client interactions and marketing activities.