Part Time Branch Office Administrator

The Part-Time Branch Office Administrator provides administrative and client-facing support to financial advisors, helping manage client accounts and branch operations on a part-time basis.

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions
• Learn and manage client accounts, including opening and transfers
• Prepare materials for client meetings and maintain documentation
• Schedule appointments and support branch marketing initiatives
• Utilize MoneyGuide, Salesforce, and Microsoft Office

Role involves using MoneyGuide, Salesforce, and Microsoft Office to support client services, accounts, and communications; requires strong computer literacy and a willingness to learn new software.

The ideal candidate is a part-time, entry-level Branch Office Administrator with a strong client-service mindset, capable of supporting financial advisors and handling communications. They should be comfortable learning MoneyGuide and Salesforce and able to contribute to branch operations and marketing support.