Full-Time Branch Office Administrator
Coulter Services · Ann Arbor, MI · 2 days ago
On-siteAdministrativeFull-time
We are looking for a Senior Branch Office Administrator to support a Financial Advisor in providing outstanding client service. Key Responsibilities Include Managing daily branch operations and coordinating appointmentsProcessing account documentation and handling client inquiries with professionalism and confidentialityUtilizing firm technology and CRM tools to support client interactionsAssisting with reports, client events, and ensuring compliance with industry standardsContributing to a collaborative, relationship-focused branch team Qualifications And Skills Strong organizational and communication skillsAbility to handle client information with confidentialityProficiency with technology and CRM systemsAttention to detail and compliance awarenessTeam-oriented mindset and customer service focus