Branch Administrator

Title: Branch Administrator

Location: Lexington, KY

Job Type: Contract

Compensation: $20.00 - $25.00 per hour (W2)

Industry: Financial Services

Schedule: Monday - Friday from 8am - 5pm

About The Role

Our client is a well established organization within the financial services and wealth management industry that supports advisors and clients with investment retirement and financial planning solutions. They are seeking a Branch Administrator to serve as the primary front office contact and provide administrative and operational support to a busy financial advisory office. This role is ideal for someone who is personable detail oriented and comfortable working in a professional client facing environment.

Job Description

The Branch Administrator plays a key role in supporting daily office operations while delivering a high level of service to clients and internal teams. This position supports advisors and staff through administrative clerical and client service responsibilities.

Core Responsibilities Include

• Greet clients and visitors professionally and serve as the main office contact
• Answer screen and route incoming phone calls and provide accurate information about services
• Schedule and coordinate client appointments meetings and conferences and maintain calendars
• Compose and send professional emails memos and correspondence
• Manage incoming and outgoing mail packages and special shipments
• Maintain client files prepare engagement letters type financial statements and organize documents for delivery
• Assist with invoicing acknowledgments and mailings related to finance or accounting tasks
• Perform data entry and maintain databases mailing lists and client records
• Order office supplies manage equipment and keep reception and conference areas organized
• Provide general administrative support including ordering lunches and handling special requests
  
  

Qualifications

Required

• At least one year of experience in an office support administrative or receptionist role
• Proficiency with Microsoft Office including Outlook Word and Excel
• Strong customer service skills with a professional and personable approach
• Excellent attention to detail and organizational skills
• Ability to manage multiple tasks prioritize work and meet deadlines
• Strong written and verbal communication skills
• Ability to handle sensitive information with discretion and confidentiality
• High school diploma or equivalent
  
  

Preferred

• Experience in a financial services accounting or professional services environment
• Familiarity with CRM systems such as Redtail or Salesforce with training available if no prior experience
• Associate degree or coursework in business or a related field
  
  

Benefits

Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary: https://www.dahlconsulting.com/benefits-w2fta/.

How To Apply

Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!

Equal Opportunity Statement

As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

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