Branch Administrator

About the Role

The Branch Administrator (BA) provides overall administrative support for the Branch, assisting the Branch Manager with matters concerning Branch facilities, Financial Advisors, and Support Staff. The BA may be responsible for multiple branch locations. The role requires acting as a culture carrier for the firm's core values and offers opportunities to learn about the business and develop skill sets for career progression.

Key Responsibilities

Expense Management Support

• Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests for compliance with Firm policy using online business systems.
• Coordinate Branch events and meetings, including pre-approvals, logistics, planning, and accounting.
• Work with Accounts Payable to manage invoices, vendor setup/maintenance, and payment reconciliations.
• Maintain and review Branch finance and expense management information in collaboration with MBSO and/or Business Service Officer (BSO).

Management Support

• Navigate the firm’s resources and act as a liaison with the Market Administrator and other internal/external business partners, managing requests and escalating as needed.
• Provide organizational support for Human Resources by leveraging associated HR systems (e.g., I-9 processing, New Hire onboarding, internal transfers, employee termination paperwork).
• Proactively participate in firm initiatives directed by local management.
• Communicate and manage firm initiatives for the Branch and regional/Market initiatives as directed.
• Engage in available training and education programs to stay current on policies, procedures, and risk awareness, including licensing requirements for Branch personnel.
• Facilitate and/or conduct ad hoc projects, training, and events for the Branch.

Office Administration Support

• Perform administrative functions for the Branch Management team, including telephone coverage, business travel arrangements, coordination of meetings & events, and file & calendar maintenance.
• Serve as a point of contact for Branch facilities management and maintain office utilization information in the internal firm system.
• Serve as a point of contact for personnel needs (e.g., benefits enrollment, registration/licensing, policy communication).
• Serve as a point of contact for local administrative tasks (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, annual certification of registrations and market data expenses).
• Lead office management efforts, including maintaining office supplies, ordering business cards and stationery, maintaining business continuity plans, and acting as the primary point of contact for the Rapid Notification System.
• Assist with firm remediations as needed.
• Act as a point of contact for technology projects, migrations, and equipment installs/replacements.
• Coordinate with the Market Administrator on Market-driven projects and initiatives, and ensure back-up Administrator coverage.
• Administer other duties as delegated by the Market Management Team.

Qualifications

Education and/or Experience

• High School Diploma/Equivalency.
• College degree preferred.
• Two or more years of related experience is a plus.

Knowledge/Skills

• Strong computer skills and knowledge of Microsoft Office.
• Excellent verbal and written communication skills, including telephone coverage.
• Strong time management skills.
• Demonstrates good judgement.
• Exceptional interpersonal and client service skills.
• Detail-oriented 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).