Position Details

Type Full-Time

Experience entry

Exp. Years Not specified

Education Not specified

Category Finance & Accounting

About this role

Branch Office Administrator in Allegan, MI, provides essential administrative and client support to financial advisors, with responsibilities spanning client accounts, communications, and branch operations.

Key Responsibilities

Client Service: provide exceptional service; Account Management: learn and understand the financial services industry; Administrative & Operational Support: scheduling and materials; Technology: MoneyGuide, Salesforce, Microsoft Office; SOP updates and branch planning

Technical Overview

Non-technical role with reliance on MoneyGuide, Salesforce, and Microsoft Office; focus on client service, data accuracy, and process efficiency.

Ideal Candidate

The ideal candidate is an organized, service-oriented administrative professional with experience in financial services or branch operations, capable of managing client interactions and branch processes using MoneyGuide, Salesforce, and Microsoft Office.

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

Soft Skills

analytical thinkingattention to detailadaptabilityconversational skillsdigital tool utilizationteam collaboration

Industry & Role

Industry Banking

Job Function Deliver administrative and client-facing support to ensure smooth branch operations

Role Subtype Branch Office Administrator

Tech Domains MoneyGuide, Salesforce, Microsoft Office

Keywords for Your Resume

branch office administratoredward jonesalleganmoneyguidesalesforcemicrosoft officecustomer serviceclient supportadministrative supportbranch operationsbankingfinancial servicesaccount managementmoney managementmarketing initiativesonsitefull-timeMoneyGuideSalesforceMicrosoft Officeclient serviceadministrative & operational supportEdward Jones

Deal Breakers

No MoneyGuide/Salesforce/Microsoft Office proficiency, Remote work only, Lack of customer service experience

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