Untitled Position

Branch Office Administrator supports financial advisors and branch teams by delivering client service, handling accounts, and performing administrative tasks to ensure a smooth client experience and adherence to branch plans.

• Client Service: inbound/outbound calls, email, in-person interactions
• Account Management: account openings, transfers, documentation; maintain client records
• Administrative & Operational Support: scheduling, materials for client meetings, marketing initiatives, updating SOPs; execute branch business plan
• Technology: MoneyGuide, Salesforce, Microsoft Office
• Marketing activities & events planning

Primary tools include MoneyGuide, Salesforce, and Microsoft Office. No heavy tech stack; emphasis on CRM/data management, documentation, and marketing support.

The ideal candidate is an entry-level administrative professional with strong client service instincts, capable of supporting a financial advisor or team. They should be detail-oriented, comfortable using CRM/office tools, and eager to contribute to branch operations and marketing efforts.