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 maintain strong relationships with clients, referral sources, and internal support teams. Manage account transactions, including account openings, transfers, and documentation preparation, while maintaining accurate client records. Support marketing initiatives by planning and executing events, and actively listen for client needs indicating additional services. Work independently to handle various administrative tasks such as scheduling appointments and preparing materials for client meetings. Streamline processes by updating SOPs and assist in developing strategies for the upcoming year through active participation in the annual business planning process.