Branch Administrator

The Branch Administrator is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in connection with matters affecting the Branch facilities, Financial Advisors, and Support Staff. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business.

What You Will Do

The Branch Administrator will manage travel and entertainment expense requests, coordinate events and meetings, work with Accounts Payable to manage invoices and vendor set up/maintenance, and maintain and review Branch finance and expense management information.

Why It Might Be a Fit

The ideal candidate will have strong computer skills, excellent verbal and written communication skills, and the ability to prioritize work, demonstrate good judgement, and maintain confidentiality on sensitive matters.

Requirements

• High School Diploma/Equivalency
• College degree preferred
• Two or more years of related experience is a plus
• Strong computer skills and knowledge of Microsoft Office
• Excellent verbal and written communication skills
• Strong time management skills
• Demonstrates good judgement
• Exceptional interpersonal and client service skills
• Detail orientated with superior organizational skills
• Ability to prioritize work
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multitask
• Proactive or self-starter
• Ability to be discreet and maintain confidentiality on sensitive matters
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Benefits

• Competitive employee benefits and perks
• Opportunity to work alongside the best and the brightest
• Support and empowerment in the workplace
• Diverse and inclusive work environment
• Opportunity to move about the business for those who show passion and grit in their work
• Paid time off
• Healthcare
• Retirement plan
• Learning budget
• Parental leave
• Wellness programs
• Visa/relocation assistance
• Remote flexibility
• Stipends
• Bonus/commission
• Paid holidays