Branch Office Administrator

Branch Office Administrator in Santa Fe, NM supports financial advisors with client service, account management, and administrative tasks. The role emphasizes training and events planning with firm-provided software.

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions
• Support client accounts and documentation
• Schedule appointments and materials for client meetings
• Support marketing initiatives and events
• Learn and use MoneyGuide, Salesforce, and Microsoft Office

Involves using MoneyGuide, Salesforce, and Microsoft Office in branch operations; comprehensive 6-month training and large support network.

The ideal candidate is an enthusiastic BOA with strong client service orientation, able to support multiple financial advisors and coordinate events. Proficiency with MoneyGuide, Salesforce, and Microsoft Office is expected to streamline branch operations.