Branch Events & Operations Assistant
Core
Plan and execute marketing events and engagement activities while managing front desk operations and administrative support for a financial services branch.
Role type
Branch Events & Operations Assistant
Builds
Client and associate relationships, brand presence, seamless branch operations
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Event planning, front desk/reception, hospitality, administrative support, telephone skills, Microsoft Office (Outlook, Word, Excel), mail processing, check issuance, compliance filing, multitasking, problem-solving
Preferred skills
AI-enabled tools adoption, event management, high school diploma or GED equivalent, bachelor's degree
