Branch Administartor
Core
Provide overall administrative support for financial services branches, assisting the Branch Manager with facilities, staff, and operational compliance.
Role type
Branch Administrator
Builds
Branch operations and administrative infrastructure
Domain
Financial Services / Banking
Deliverable
product features
Required skills
Expense management, Event coordination, HR systems administration, Office management, Vendor management, Technology project coordination
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, College degree, 2+ years experience
Technologies
Microsoft Office, I-9 processing systems, Online business expense systems
Responsibilities
Manage Travel & Entertainment (T&E) and Events expense requests; Coordinate branch events and meetings; Process HR paperwork including onboarding and termination; Maintain office supplies and business continuity plans; Act as liaison for facilities and technology projects.
Seniority
Entry to Mid-level, hands-on IC