Administrator - Senior Branch Office

Coulter Services; Sunburg (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

Coulter Services is seeking a Senior Branch Office Administrator to deliver exceptional client service and support financial professionals in a relationship-focused setting.

You will partner with Financial Advisors to handle client inquiries, process trades and changes, and maintain precise records while ensuring regulatory compliance and firm policy alignment.

Qualifications

• Strong customer service and organizational skills.
• Ability to handle client inquiries and maintain detailed records.
• Knowledge of regulatory and compliance requirements.
• Excellent communication and coordination abilities.
• Capacity to support licensing and ongoing training needs.

Responsibilities

• Deliver exceptional client service in a relationship-focused environment
• Partner with Financial Advisors to manage client inquiries, process trades and account changes, and maintain accurate records
• Ensure compliance with regulatory and firm policies
• Coordinate appointments and client events, prepare reports, and review materials
• Oversee daily office operations to ensure smooth functioning

Skills

Customer service

Organizational skills

Client inquiries handling

Record keeping

Regulatory compliance

Communication

Coordination

Licensing support

Training support

Job description

Role: Senior Branch Office Administrator

Responsibilities

• Deliver exceptional client service in a relationship-focused environment
• Partner with Financial Advisors to manage client inquiries, process trades and account changes, and maintain accurate records
• Ensure compliance with regulatory and firm policies
• Coordinate appointments and client events, prepare reports, and review materials
• Oversee daily office operations to ensure smooth functioning

Qualifications & Skills

• Strong customer service and organizational skills
• Ability to handle client inquiries and maintain detailed records
• Knowledge of regulatory and compliance requirements
• Excellent communication and coordination abilities
• Capacity to support licensing and ongoing training needs