Senior Branch Office Administrator

Provide administrative and client-service support to a financial advisor or advisory team. Manage client inquiries and relationships, assist with account openings and transfers, process transactions, maintain records, coordinate appointments and meeting materials, contribute to business planning, and support marketing events. Respond to client inquiries by phone, email, and in person, resolving issues and maintaining strong relationships. Assist with opening client accounts, processing transfers and other requests, and completing transactions at the financial advisor’s direction. Prepare account documentation and maintain accurate client records. Schedule appointments and prepare materials for client meetings. Contribute to annual business planning and help develop strategies for the upcoming year. Plan and execute marketing events and identify client needs for additional services. Client account management Account opening Account transfers Financial transaction processing Client recordkeeping Client service Inbound and outbound communications Appointment scheduling Meeting preparation Marketing event coordination