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Branch Office Administrator
2 months ago
We are seeking a highly motivated and organized Branch Office Administrator to join our team in Saratoga Springs, NY. As a key member of our branch team, you will be responsible for providing exceptional client service, managing daily operations, and supporting our financial advisors in achieving their goals.
Key Responsibilities- Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner
- Manage daily branch operations, including scheduling appointments, maintaining client records, and performing administrative tasks
- Support financial advisors in achieving their goals, including preparing reports, analyzing data, and providing market insights
- Develop and maintain strong relationships with clients, financial advisors, and other stakeholders
- Stay up-to-date on industry trends and developments, applying knowledge to improve client outcomes and branch operations
- 2+ years of experience in a customer-facing role, preferably in the financial services industry
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines
- Proficiency in current and new office technology, including Microsoft Office and financial software
- Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork
- A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits
- Opportunities for professional growth and development, including training and mentorship programs
- A dynamic and inclusive work environment, with a focus on diversity, equity, and inclusion
- A chance to make a meaningful impact on the lives of our clients and colleagues
We are an equal opportunity employer, committed to diversity, equity, and inclusion. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
