Administrative Assistant

Position Overview

The Branch Administrative Assistant is responsible for providing administrative support and handling various operational functions to ensure the branch is operating in an efficient manner. This position provides high-level support to Branch Manager including calendar management, successful coordination of business meetings, email management, and business tracking. The Branch Administrative Assistant will exercise independent judgment in the resolution of administrative needs and prioritize and manage multiple projects simultaneously.

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.
• 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.