Branch Office Administrator

Job Description

Job Title: Branch Office Administrator

Report To: Financial Advisor

Job Status: Part-Time (25-35 hours per week)

Job Summary

The Branch Office Administrator will report to and support the owner of Evergreen Financial Management. They will be responsible for providing excellent service, support, follow-through and administrative tasks with the purpose of delivering an exceptional client experience and maintaining an efficient and organized office. This position requires a highly-dependable, trustworthy, motivated, and self-driven candidate.

Evergreen Financial Management is seeking an administrative pro with top notch Microsoft Office Skills and organization skills. We desire someone that is a pit bull when it comes to follow through and details rarely slip through the cracks. Someone that enjoys filling out forms thoroughly and accurately.

Office Description

We are an independent, local wealth management firm specializing in financial planning. Evergreen Financial Management provides investment management, income planning, social security planning and educational seminars for our clients and prospects.

Essential Duties and Responsibilities

• Maintain an organized and efficient work station.
• Answer and direct incoming communications and visitors.
• Interact with clients in a welcoming and professional manner.
• Coordinate client communication including print, online, telephone, meetings, etc.
• Prepare information and documentation for office and zoom meetings.
• Support advisor(s) with client administrative services.
• Schedule and confirm client appointments via telephone, email and/or text
• Assist in preparing agendas, statements and other items needed for client meetings.
• Record notes from appointments, assign tasks, record opportunities, and assist in creating and communicating follow-up plans with clients.
• Research and resolve client service tasks and resolve errors as needed.
• Support ongoing efforts for growth with new and existing clients.
• Assist in planning, coordinating and executing marketing plans and client events.
• Assist in establishing and maintain social media streams.
• Maintain processes and procedures checklists and update when necessary to improve upon processes currently in place.
• Manages technology support, software and hardware.
• Orders supplies, forms, and manages inventory.

Periodic Duties and Responsibilities

• Be available for other projects as needed

Education and Experience

• Associates Degree is preferred
• Client Service experience is required
• One year experience as an Administrative Assistant to a Financial Advisor is preferred

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Evergreen Financial Management are not affiliated.

Job Type: Part-time

Pay: $20.00 - $27.00 per hour

Expected hours: 25 – 35 per week

Benefits:

• 401(k)
• Dental insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Customer service: 1 year (Required)
• Financial Industry: 1 year (Preferred)

Ability to Commute:

• Woodinville, WA 98072 (Required)

Ability to Relocate:

• Woodinville, WA 98072: Relocate before starting work (Required)

Work Location: In person