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 openings and transfers, while preparing documentation and maintaining accurate client records. Independently handle administrative tasks such as scheduling appointments, preparing materials for client meetings, and supporting marketing initiatives like event planning. Actively listen for client needs indicating additional services and take an active role in the annual business planning process to assist in developing strategies.