Branch Office Administrator

Provide exceptional personalized service to clients via inbound and outbound calls, email, and in-person interactions while developing strong relationships with referral sources. Manage account transactions including openings, transfers, and documentation requests, and maintain accurate client records. Support marketing initiatives by planning and executing events, and take an active role in annual business planning to develop strategies. Handle various administrative tasks such as scheduling appointments and preparing materials for client meetings, working independently at the direction of the financial advisor.