Branch Office Administrator

RG&T Solutions; Benzonia (MI); On-site; USD 17,000 - 25,000; Part time

Job summary

RG&T Solutions seeks a Part Time Branch Office Administrator to support a local branch. You will manage client communications, schedule appointments, and handle paperwork while maintaining welcoming service and accurate records in line with firm procedures.

The role involves assisting with basic marketing activities to engage clients and uphold regulatory requirements, ensuring smooth daily branch workflow in a part-time capacity.

Qualifications

• Strong organizational and multitasking skills.
• Excellent communication and customer service orientation.
• High attention to detail with accurate recordkeeping.
• Ability to handle confidential information responsibly.
• Comfort with administrative processes and office systems.

Responsibilities

• Provide client service and coordinate client communications.
• Schedule appointments and manage day-to-day office coordination.
• Process paperwork accurately and efficiently.
• Handle daily office operations to ensure smooth branch workflow.
• Maintain accurate client and operational records in line with firm procedures and regulatory requirements.
• Assist with basic marketing activities to support client engagement.

Skills

Organizational skills

Multitasking

Customer service orientation

Attention to detail

Confidential information handling

Office systems proficiency

Job description

Part Time Branch Office Administrator

Support a client-focused financial advisor in a local branch by managing key administrative and client service functions. Maintain a welcoming client experience through phone coverage, greeting clients, and conducting follow-up as needed.

• Provide client service and coordinate client communications
• Schedule appointments and manage day-to-day office coordination
• Process paperwork accurately and efficiently
• Handle daily office operations to ensure smooth branch workflow
• Maintain accurate client and operational records in line with firm procedures and regulatory requirements
• Assist with basic marketing activities to support client engagement

Qualifications & Skills

• Strong organizational and multitasking skills
• Excellent communication and customer service orientation
• High attention to detail with accurate recordkeeping
• Ability to handle confidential information responsibly
• Comfort with administrative processes and office systems