Branch Administrator
Core
Provides 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
product features
Required skills
Expense management, Event coordination, Accounts payable processing, HR system navigation, Office administration, Facilities management, Technology project coordination
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, College degree, 2+ years related experience
Technologies
Microsoft Office, I-9 processing systems, Online business expense systems, Internal firm systems
Responsibilities
Manage Travel & Entertainment (T&E) and Events expense requests; Coordinate branch events and meetings; Work with Accounts Payable for invoices and reconciliations; Process HR paperwork including onboarding and termination; Maintain office supplies and business continuity plans; Act as point of contact for facilities and technology projects.
Seniority
Individual Contributor, entry to mid-level