Branch Office Administrator

Provide exceptional personalized service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and develop strong relationships with clients, referral sources, and internal support team members. Manage account transactions, including account opening, transfers, and documentation preparation at the direction of financial advisors. Handle various administrative tasks such as scheduling appointments, preparing materials for client meetings, and supporting marketing initiatives like event planning and execution. Actively listen for client needs indicating additional services and take an active role in annual business planning to assist in developing strategies. Maintain accurate client records and streamline processes by updating SOPs. Requires strong computer literacy with proficiency in MoneyGuide, Salesforce, Microsoft Office, and other firm software.