Branch Office Administrator

Bluegrass Stream; Keymar (MD); On-site; USD 38,000 - 54,000; Full time

Job summary

Bluegrass Stream LLC is seeking an administrative support professional to assist financial advisors with client inquiries, documentation, and transactional processing. The role emphasizes accurate recordkeeping and responsive, personalized service to clients in a fast-paced environment.

You will help coordinate marketing activities, organize events, and maintain strong client relationships while adhering to internal procedures and collaborating with internal teams.

Qualifications

• Strong client service focus and attention to detail.
• Accurate recordkeeping and organized documentation.
• Clear, effective communication with clients and colleagues.
• Ability to collaborate with internal stakeholders to complete tasks.

Responsibilities

• Respond to client inquiries and assist with account requests and transactions.
• Prepare, review, and organize required documentation.
• Maintain accurate, up-to-date records and support administrative workflows.
• Assist in developing annual business plans and coordinating marketing activities.
• Coordinate client events and support related communications.
• Build and maintain strong relationships with clients and internal teams.
• Ensure requests are handled accurately, professionally, and in line with internal procedures.

Skills

Client service focus

Detail-oriented

Accurate recordkeeping

Effective communication

Collaborative with internal teams

Job description

Role Summary: Provide administrative and client support to financial advisors by delivering responsive, personalized service.

• Respond to client inquiries and assist with account requests and transactions.
• Prepare, review, and organize required documentation.
• Maintain accurate, up-to-date records and support administrative workflows.
• Assist in developing annual business plans and coordinating marketing activities.
• Coordinate client events and support related communications.
• Build and maintain strong relationships with clients and internal teams.
• Ensure requests are handled accurately, professionally, and in line with internal procedures.

Key Skills/Qualifications: Strong client service focus, detail-oriented administrative abilities, accurate recordkeeping, effective communication, and the ability to work collaboratively with internal stakeholders.