Non-Reg On-Caller

The Branch Office Administrator will support financial advisors by handling client accounts, communications, and daily branch operations, delivering exceptional client service and helping execute the branch business plan.

• Client service via inbound/outbound calls and in-person interactions
• Account opening and transfers under advisor direction
• Prepare documentation and maintain client records
• Schedule appointments and support client meetings
• Drive marketing activities and events

Role emphasizes client service, account handling, and administrative support with exposure to MoneyGuide, Salesforce, and Microsoft Office tools; no software development or IT infrastructure involved.

The ideal candidate is an entry-level Branch Office Administrator with a customer-service orientation and ability to manage client accounts and support financial advisors. They should be comfortable using CRM and office software and able to work in a team-driven financial services environment.