Branch Office Administrator

Branch Office Administrator in Allegan, MI 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

Role involves using MoneyGuide, Salesforce, and Microsoft Office within branch operations; 6-month training and broad support network.

The ideal candidate is a customer-service oriented BOA with strong administrative skills and familiarity with MoneyGuide and Salesforce. Ability to support multiple financial advisors and coordinate events is valued.