Branch Administrator

Part-Time Branch Office Administrator supporting a Financial Advisor in a client-facing branch. Key Responsibilities Manage phone and in-person client inquiries with a welcoming, professional approach. Support client onboarding and coordinate required documentation. Prepare and maintain branch/client reports and records. Process transactions and assist with account servicing activities. Maintain accurate, up-to-date information in internal firm systems. Ensure confidentiality and follow applicable compliance and regulatory standards. Provide administrative support to help the advisor deliver strong client service. Qualifications & Skills Strong organization and attention to detail for accurate recordkeeping. Excellent customer service and communication skills. Ability to handle sensitive information with discretion. Comfort working with administrative documentation and financial/account-related processes. Proficiency in using internal systems and producing accurate reports. #J-18808-Ljbffr Strive Solutions