You haven't searched anything yet.
Branch Office Administrator
The Company:
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.
Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.
Headquartered in Alpharetta, GA, with 53 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a Best Places to Work by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgias Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.
The Position:
The Branch Office Administrator is a full time key role that ensures excellence in client service. This role will maintain the administrative organization of the office and warmly interact with clients. This will require strong personal skills over the phone and in person.
Responsibilities:
Warmly greet clients at the front desk, be engaging and offer refreshments
Answer phones and transfer to the correct contacts
Responsible for scheduling of client reviews through Salesforce workflow, coordinating appointment priorities with advisors and updating systems appropriately
Manage conference room scheduling
Coordinate with Client Service team members and advisors on action items from client review meetings
Confirm appointments using appropriate software
Receive, log, and distribute all mail, FedEx, UPS and general deliveries
Serve as point-of-contact with Building Maintenance for any office servicing needs
Coordinate maintenance on the office equipment with vendors as needed
Order and maintain office supplies and work room
Maintain and stock breakroom, reception area and conference rooms with refreshments
Help with event planning and make arrangements for hospitality services for in-office meetings
Work on special projects
Send client gifts as requested by team members
Assist with branch compliance files
Help coordinate technology needs of the branch
Requirements:
A minimum of 1-2 years of front office experience
Ability to organize, prioritize and handle multiple tasks
Effective written and verbal communication skills
Excellent teamwork and time management skills
Energetic, outgoing personality while interacting with guests and team members
Ability to act with integrity, professionalism, and confidentiality.
Proficiency with Microsoft Office Suite or related software.
Salary Benefits:
$45-50k, based on experience
Medical Insurance
Dental/Vision Insurance
Life & Personal Accident Insurance
Short-term Disability Insurance
Long-term Disability Insurance
Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
401(k) Plan with company matching
Paid Time Off (PTO) and paid holidays
Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, & 2024 Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.
Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.
Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market
Full Time
$49k-62k (estimate)
05/07/2024
05/20/2024
meritfinancialadvisors.com
ALPHARETTA, GA
50 - 100
2012
Private
RICK L KENT
$10M - $50M
Investment Management
Merit is an investment advisory firm that provides retirement planning and wealth management services for individuals and businesses.
The following is the career advancement route for Branch Office Administrator positions, which can be used as a reference in future career path planning. As a Branch Office Administrator, it can be promoted into senior positions as an Administrative Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Branch Office Administrator. You can explore the career advancement for a Branch Office Administrator below and select your interested title to get hiring information.
If you are interested in becoming a Branch Office Administrator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Branch Office Administrator for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Branch Office Administrator job description and responsibilities
Branch Manager manage the financial responsibilities, such as accounting, budgeting, managing credit accounts and purchasing required supplies.
12/15/2021: Sumter, SC
Branch Office administrators are responsible for general administration tasks within an office environment.
01/13/2022: Milwaukee, WI
Actively promotes teamwork to meet branch goals and maintain high levels of employee satisfaction.
12/24/2021: Waterloo, IA
A branch office manager has the responsibility of ensuring that an organization's office duties are complete, efficiently and effectively, while also supervising other staff members.
12/31/2021: Concord, NH
Ensures proper flow of office procedures, and supports the office directors by carrying out common office duties.
02/21/2022: Durham, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Branch Office Administrator jobs
A Certified Medical Administrative Assistant (CMAA) performs routine administrative and clinical tasks to keep the offices and clinics of physicians running smoothly.
01/10/2022: Columbus, MS
A branch administrator must oversees the daily operations at a single workplace location.
03/02/2022: Mcallen, TX
Generally, a branch administrator should have good organizational skills and an understanding of commonly used types of software and computer programs.
01/09/2022: Columbia, SC
These managers must also be strong leaders, able to quickly make decisions regarding the branch for which they are responsible.
03/07/2022: Baltimore, MD
A branch office administrator resume sample should showcase a variety of qualities necessary to properly handle basic office duties.
02/07/2022: Charleston, WV
Step 3: View the best colleges and universities for Branch Office Administrator.