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 functions
Domain
Financial Services / Banking
Deliverable
dashboards & analysis
Required skills
Expense management, Event coordination, HR systems navigation, Office administration, Vendor management, Compliance monitoring
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, College degree, 2+ years experience
Technologies
Microsoft Office, Online business systems, HR systems
Responsibilities
Manage Travel & Entertainment (T&E) 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 point of contact for Branch facilities management and office utilization, Lead office management efforts including supplies and business continuity plans, Coordinate with Market Administrator on Market driven projects