Fanning Personnel has an immediate need for a Branch Office Administrator for a very well established and growing wealth management firm in the Casper, WY area on a full-time direct hire basis. In this role you will be providing administrative and operational support to the financial advisors by putting the needs of the client first and consistently demonstrating exceptional service. This position performs moderately complex tasks in the areas of administrative support and client service in a paperwork-intensive environment. You will also be the liaison between the firm , the firms custodians, the Financial Advisor(s) and clients.
Branch Office Administrator Responsibilities:
Answer phones & greet clients in a friendly, warm manner.
Complete & process new client applications, transfer paperwork and service requests with high accuracy.
Research and continuously follow up, record, document and communicate with financial professionals and clients.
Input documents and keep database/CRM program up to date.
Respond to advisor or client inquiries on administrative questions.
Reviews and signs material, as authorized.
Manage the Advisor's calendar.
Various industry-specific tasks.
Ensures confidentiality and controls access to sensitive information, such as client files.
Responds to inquiries and requests for information requiring knowledge of departmental and company policies and procedures utilizing the investment services team.
Oversees office operations.
Schedules and prioritizes workload by setting appropriate deadlines.
Other duties as assigned by the Supervisor.
Branch Office Administrator Requirements:
1-3+ years of experience in a busy office (serving in the financial services, Broker or RIA preferred).
Associates or Bachelors degree preferred
Ability to prioritize projects and manage time.
Provide outstanding customer service.
Excellent communication - both verbal and written.
Good-natured, positive attitude, team player.
Self-directed initiative.
A desire for continuous learning.
Ability to adhere to complex regulatory and compliance requirements.
Knowledge of administrative and clerical procedures and systems such as managing files, records and other office procedures.