Office Administrator (Full-Time)

We are seeking a Part-Time Branch Office Administrator to support a Financial Advisor in a client-facing role. Key Responsibilities Include Managing scheduling, client onboarding, and documentation processesHandling phone and in-person inquiries to provide excellent client servicePreparing reports, processing transactions, and maintaining accurate records within firm systemsEnsuring a welcoming branch environment while upholding confidentiality and compliance standards Qualifications And Skills Strong organizational and communication skillsAbility to manage multiple tasks efficientlyAttention to detail and confidentialityCustomer service orientation The role offers training, licensing support, and growth opportunities within a collaborative, relationship-focused environment.