Position Details
About this role
Branch Office Administrator supporting financial advisors with client accounts, communications, and administrative tasks; handles client service, account management, and technology tools.
Key Responsibilities
- Client service via calls, email, and in-person interactions
- Account opening and transfers
- Prepare documents and client materials
- Schedule appointments and support meetings
- Marketing activities and events
Technical Overview
CRM and client tooling focus with MoneyGuide, Salesforce, and Microsoft Office; training provided.
Ideal Candidate
The ideal candidate is a client-service oriented administrative professional with experience supporting financial advisors, comfortable using MoneyGuide, Salesforce, and Microsoft Office, and able to manage client accounts and marketing activities.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
No experience with MoneyGuide or Salesforce, No ability to support inbound/outbound client communications, Bachelor-level requirements not met (if implied in role scope)
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