Branch Office Administrator

Support a Financial Advisor by managing client service, scheduling support, and day-to-day branch operations. Serve as a key point of contact for client communications, ensuring responsive, relationship-focused service. Prepare and organize required paperwork, process routine transactions, and maintain accurate, compliant records. Key Duties Handle inbound and outbound client communicationsPrepare for client appointments and assist with administrative scheduling needsComplete and organize documentation and account-related paperworkProcess transactions and ensure records are complete and accurateSupport marketing follow-up and ongoing account servicingMaintain compliance with applicable procedures and office standards Qualifications & Skills Strong organization and attention to detailExcellent communication and client service skillsAbility to handle paperwork accurately and efficientlyComfort with administrative processes and basic transaction supportCommitment to compliance and accurate recordkeeping