Branch Administrator
Core
Provide overall administrative support for the Branch, assisting the Branch Manager with facilities, Financial Advisors, and Support Staff, potentially managing multiple branch locations.
Role type
Branch Administrator
Builds
Branch operations and administrative functions
Domain
Financial Services / Banking
Required skills
Expense management, Event coordination, Accounts payable, HR systems navigation, Office administration, Facilities management, Technology project coordination
Preferred skills
College degree, 2+ years related experience, Series 7/66/63/65 licenses
Technologies
Microsoft Office, Online business systems, HR systems
Responsibilities
Manage Travel & Entertainment and Events expense requests, Coordinate events and meetings, Work with Accounts Payable to manage invoices and reconciliations, Provide organizational support for Human Resources (onboarding, I-9 processing), Perform administrative functions for Branch Management team, Serve as point of contact for Branch facilities management, Lead office management efforts including supplies and business continuity plans, Coordinate with Complex Administrator on projects and initiatives