Part Time Branch Office Administrator

Part-time branch office administrator supports financial advisors by handling client accounts, communications, and scheduling; works with MoneyGuide, Salesforce, and Microsoft Office to enable branch operations.

• Provide exceptional client service via calls, email, and in-person interactions
• Support account opening and transfers
• Prepare materials for client meetings
• Maintain accurate client records
• Support branch business plan and marketing initiatives

Software/tools include MoneyGuide, Salesforce, and Microsoft Office; role emphasizes administrative systems, client servicing, and documentation.

The ideal candidate is an entry-level branch office administrator with strong client service orientation, proficient in MoneyGuide and Salesforce, and capable of handling administrative and operational tasks in a part-time capacity.