Position Details
About this role
Branch Office Administrator provides client service and administrative support to a financial advisor or team, handling client interactions, account processing, and branch operations to maintain a high-quality client experience.
Key Responsibilities
- Client Service: inbound/outbound calls, email, and in-person interactions
- Account Management: account openings, transfers, documentation; maintain client records
- Administrative & Operational Support: scheduling, meeting materials, marketing initiatives, SOP updates; execute branch business plan
- Technology: MoneyGuide, Salesforce, Microsoft Office
- Marketing activities & events planning
Technical Overview
Tools include MoneyGuide, Salesforce, and Microsoft Office; focus on data management, documentation, and CRM usage within a branch context.
Ideal Candidate
The ideal candidate is an entry-level administrative professional who can support a financial advisor with client service, account processing, and office operations. They should be comfortable using CRM/office tools, detail-oriented, and able to work onsite in Carmel, IN.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be authorized to work in the United States, Onsite work requirement at Carmel, IN, Inability to perform required administrative tasks
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