Administrative Assistant

Job Overview

The Branch Administrative Assistant is responsible for providing administrative support and handling various operational functions to ensure the branch is operating efficiently. This position provides high-level support to the Branch Manager including calendar management, successful coordination of business meetings, email management, and business tracking.

Job Responsibilities

• Manage team’s and branch manager’s calendar; schedule a variety of business meetings via platforms such as Teams, Zoom, and Outlook.
• Manage emails, letters, packages, phone calls and other forms of correspondence.
• Arrange travel and reservations as needed.
• Independently create well-organized, grammatically correct emails.
• Use various software applications such as spreadsheets and relational databases to keep management and teams informed on clients and deals.
• Perform administrative duties such as conducting research, updating databases/CRM, and tracking tasks for follow-up.
• Support branches in area of responsibility in day-to-day operations, such as opening and tracking support tickets, resolving billing, and following up on outstanding documents.
• Absorb and assist branches with onboarding and offboarding procedures.
• Complete expense reports and reconcile receipts.
• Various personal administration tasks, as needed.
• Willing to cross-train in various departments.

Qualifications And Skills

• High School diploma or equivalent.
• Previous banking, financial services, or mortgage experience preferred, but not required.
• Excellent communication skills.
• Excellent time management and organization skills.
• Proficient in Microsoft Office.