CareerPlan

Branch Administartor

Berwyn, Pennsylvania, United States of AmericaFull-time2026-10-15 → 2026-11-10
Based in United StatesNo visa sponsorship

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