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 and transfers, prepare documentation, and maintain accurate client records under the direction of financial advisors. Handle various administrative tasks such as scheduling appointments, preparing materials for 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. Requires strong computer literacy with proficiency in MoneyGuide, Salesforce, and Microsoft Office products. Full-time role with comprehensive 6-month training and a support network extending from branch to home office.