Position Details

Type Full-Time

Experience entry

Exp. Years Not specified

Education Not specified

Category Finance & Accounting

About this role

Branch Office Administrator in Oviedo, FL, providing administrative support to financial advisors, handling client communications, account processing, and branch operations with a hybrid tech stack (MoneyGuide, Salesforce, Microsoft Office).

Key Responsibilities

Client Service: provide exceptional service; Account Management: learn and process requests; Administrative & Operational Support: scheduling, materials, SOP updates; Technology: MoneyGuide, Salesforce, Microsoft Office; Support branch business plan

Technical Overview

Non-developer role with hands-on use of MoneyGuide, Salesforce, and Microsoft Office; emphasis on customer service, process optimization, and collaboration.

Ideal Candidate

The ideal candidate is a detail-oriented admin professional with strong customer service skills and tech proficiency (MoneyGuide, Salesforce, Microsoft Office) who can support a team of financial advisors and contribute to efficient branch operations.

Must-Have Skills

Client ServiceAccount ManagementAdministrative & Operational SupportTechnology proficiency with MoneyGuideSalesforceMicrosoft Office

Nice-to-Have Skills

Experience in financial servicesExperience with branch marketing initiativesSales experience

Required Skills

Analytical thinkingattention to detailadaptabilityconversational skillsdigital tool utilizationteam collaborationclient serviceaccount managementadministrative & operational supportMoneyGuideSalesforceMicrosoft Office

Hard Skills

MoneyGuideSalesforceMicrosoft Office

Soft Skills

analytical thinkingattention to detailadaptabilityconversational skillsdigital tool utilizationteam collaboration

Industry & Role

Industry Banking

Job Function Provide administrative and operational support to financial advisors, enabling effective client service and branch performance

Role Subtype Branch Office Administrator

Tech Domains MoneyGuide, Salesforce, Microsoft Office

Keywords for Your Resume

branch office administratoredward jonesoviedomoneyguidesalesforcemicrosoft officecustomer serviceclient supportadministrative supportbranch operationsbankingfinancial servicesaccount managementmoney managementsoptrainingoffice softwarecommunity outreachmarketing initiativesMoneyGuideSalesforceMicrosoft Officeclient service

Deal Breakers

Lack of proficiency with MoneyGuide/Salesforce/Microsoft Office, Inability to work onsite, Insufficient customer service experience

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