Office Administrator

Branch Office Administrator supports a Financial Advisor by delivering exceptional client service and ensuring smooth day-to-day office operations. Manage daily office workflows and administrative tasks.Respond to client inquiries and provide accurate, professional support.Schedule appointments and coordinate client meetings and reviews.Prepare and maintain account documentation with high accuracy.Process transactions and ensure compliance with applicable regulatory requirements.Maintain detailed, organized client records and internal documentation.Coordinate local events and help support client engagement activities.Ensure all documentation and records are complete, current, and properly filed. Qualifications & Skills: Strong organization and attention to detail, excellent client service skills, reliable accuracy in documentation, solid administrative capability, and a commitment to regulatory compliance.