Branch Office Administrator

A successful financial services office is seeking a Branch Office Administrator to provide client service, administrative support, and operational coordination for a small, high-performing team. This role is central to the client experience—supporting daily operations, preparing documents, scheduling appointments, and serving as the first point of contact for client communication.

This is an excellent opportunity for someone who enjoys variety, is confident handling numbers and documentation, and thrives in a client-focused environment.

Responsibilities

• Answer and document client calls thoroughly and professionally
• Support new client onboarding and initial intake
• Assist clients with questions, requests, and paperwork updates
• Process, organize, and submit forms with accuracy and attention to detail
• Assist with insurance applications and other client account needs
• Schedule and confirm client appointments; manage office calendar
• Prepare for client meetings and greet guests upon arrival
• Assist with basic office management and supply ordering
• Record business expenses and complete simple documentation
• Support planning of 1–2 client events each year
• Work closely with the advisor and partner to ensure seamless daily operations

Qualifications

• Strong organizational skills and attention to detail
• Comfortable working with numbers and completing forms accurately
• Clear, professional communication skills
• Ability to multitask and stay focused during interruptions
• Friendly, steady, and client-oriented demeanor
• Some administrative or customer-facing experience required
• Financial services experience a strong plus
• Proficiency in Outlook and ability to learn new systems