PWM Branch Administrator
Core
Provide overall administrative support for the Branch, assisting the Branch Manager with facilities, Financial Advisors, and Support Staff across multiple locations.
Role type
Branch Administrator
Builds
Branch operations and administrative infrastructure
Domain
Financial Services / Banking
Deliverable
dashboards & analysis
Required skills
Expense management, Event coordination, Accounts payable, HR systems navigation, Office administration, Vendor management, Technology project coordination, Compliance monitoring
Preferred skills
College degree, 2+ years related experience, Series 7/66/63/65 licenses, Microsoft Office proficiency
Responsibilities
Manage Travel & Entertainment and Events expense requests, Coordinate events and meetings for the Branch, Work with Accounts Payable to manage invoices and payment reconciliations, Provide organizational support for Human Resources including I-9 processing and onboarding, Perform administrative functions for Branch Management including telephone coverage and travel arrangements, Serve as a point of contact for Branch facilities management and personnel needs, Lead office management efforts including supplies and business continuity plans, Coordinate with Complex Administrator on projects and initiatives
