
Branch Office Administrator
1 week ago
**Key Responsibilities:Administrative & Office Operations**:
- Manage daily branch operations, including office supplies, facilities, and general upkeep.
- Handle scheduling, calendar management, and coordination of meetings and events.
- Maintain and organize records, reports, and documentation.
- Ensure compliance with company policies and industry regulations.
- Assist with onboarding new advisors, ensuring smooth integration into the branch.
**Advisor & Client Support**:
- Provide administrative support to financial advisors, including document preparation and data entry.
- Coordinate and facilitate client appointments, ensuring a seamless client experience.
- Handle client inquiries professionally and escalate issues when necessary.
**Sales & Reporting Support**:
- Track and consolidate sales performance reports and branch KPIs.
- Prepare presentation materials and reports for branch meetings.
- Assist in compiling training materials and internal communications.
**Event & Training Coordination**:
- Support the planning and execution of branch events, seminars, and training programs.
- Assist in logistics, attendee management, and venue coordination.
**Requirements**:
- Diploma or higher in Business Administration, Finance, or related fields.
- Prior experience in office administration, financial services, or a related industry is an advantage.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM systems.
- Strong organizational skills with attention to detail.
- Excellent interpersonal and communication skills.
- Ability to multitask and work independently in a fast-paced environment.
**What We Offer**:
- Competitive salary package
- Opportunities for career growth and professional development
- A dynamic and supportive work environment
- Exposure to the financial advisory and wealth management industry
**Job Types**: Full-time, Permanent
Pay: From $3,300.00 per month
Schedule:
- Monday to Friday
Supplemental Pay:
- Overtime pay
- Yearly bonus
Work Location: In person
Expected Start Date: 15/03/2025
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