The Branch Administrator provides overall administrative support for the Branch, assisting the Branch Manager with facilities, Financial Advisors, and Support Staff
Job Summary
The Branch Administrator provides overall administrative support for the Branch, assisting the Branch Manager with facilities, Financial Advisors, and Support Staff.
Responsibilities include managing expense requests, coordinating events, supporting HR functions, and serving as a point of contact for various business partners and facilities.
This role offers opportunities to learn about the business at a high level and grow skill sets within the firm.
Matching Summary
The Branch Administrator provides overall administrative support for the Branch, assisting the Branch Manager with facilities, Financial Advisors, and Support Staff.
Skills & Requirements
Must-have
Expense management compliance
Office facilities management
HR systems leverage
Communication of firm initiatives
Risk awareness and policy adherence
Nice-to-have
Proactive culture carrier
Client service excellence
Adaptable to fast-paced environment
Discreet and maintains confidentiality
Key Requirements
High School Diploma/Equivalency
Two or more years of related experience
Series 7 (GS) and Series 66 or Series 63 and Series 65 licenses