Branch Administrator

About the Role

The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, assisting the Branch Manager with matters affecting Branch facilities, Financial Advisors, and Support Staff. The BA may be responsible for multiple branch locations. This role offers an opportunity to learn about various aspects of the business and grow skill sets.

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 set up/maintenance, and payment reconciliations.
• Maintain and review Branch finance and expense management information in collaboration with CBSO and/or Business Service Officer (BSO).

Management Support

• Act as a liaison with Complex Administrator and other internal/external business partners, managing requests and escalating as needed.
• Provide organizational support for Human Resources, leveraging HR systems for I-9 processing, New Hire onboarding, internal transfers, and employee termination paperwork.
• Proactively participate in firm initiatives directed by local management.
• Communicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) and regional/Complex initiatives.
• Engage in training and education programs to maintain current status on policies, procedures, and risk awareness.
• 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.
• Serve as a point of contact for personnel needs (e.g., benefits enrollment, registration/licensing, policy communication).
• Manage 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 Complex Administrator on Complex-driven projects and initiatives, and ensure back-up Administrator coverage.
• Administer other duties as delegated by the Complex 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 able to multitask
• Proactive or self-starter
• Ability to be discreet and maintain confidentiality
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)