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 teams. Manage account transactions, including account openings and transfers, while maintaining accurate client records. Support marketing initiatives by planning and executing events, and actively listen for client needs indicating additional services. Handle various administrative tasks such as scheduling appointments and preparing materials for client meetings. Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.