The role of a Senior Branch Administrator is to undertake several tasks and handle the overall branch administration from hiring personnel to handling the monetary asset of the assigned branch. A well-written Senior Branch Administrator Resume mentions the following core duties and responsibilities – overseeing the day-to-day tasks of the staff; hiring and training staff; handling the executive workforce, providing administrative and clerical support; making sure the staff adheres to the rules and regulations as applicable for safekeeping and security and ensuring the branch operations are carried out efficiently without any interruptions.
Some of the qualifications that can highlight a resume include the following – knowledge of basic bookkeeping and accounting principles; excellent knowledge of MS Office and Office Management software; familiarity with office management procedures; strong background in managing schedules and the capability to build a relationship with clients. A degree in business administration or marketing is commonly seen on resumes. However, those with additional skills and experience will be considered over others.
Summary : Service-oriented office administrator with a 10 year background in a fast paced financial services office. Core competencies include detail oriented, organized and professional as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.
Skills : Clerical Administration And Management Writing Coordination.
Description :
Managed and maintained executives' scheduled.
Prepared invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.
Answered phone calls and direct calls to appropriate parties or take messages.
Conducted research, compile data, and prepare papers for consideration and presentation by executives, committees and boards of directors.
Greeted visitors and determine whether they should be given access to specific individuals.
Read and analyzed incoming memos, submissions, and reports to determine their significance and plan their distribution.
Performed general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
Experience
7-10 Years
Level
Management
Education
BBA In Business Management
Senior Branch Office Administrator III Resume
Summary : To obtain a position where skills, knowledge, and past experience can be utilized to meet and exceed company goals.
Skills : Microsoft Office (10+ years), Client Relations (10+ years).
Description :
Assisted Financial Advisor with all clerical functions related to the business of growing client wealth through market investments.
Included fielding all incoming telephone calls and written correspondence, scheduling client and vendor meetings, receiving deposits from and disbursing funds to to clients, as well as processing incoming bills through the company's accounts payable system.
Worked together with client attorneys and accountants in order to provide clients with investment related information for tax and estate planning purposes.
Maintained Financial Advisor's insurance and securities licenses, as well as required branch, client and legal files for compliance with company and SEC guidelines.
Assisted Financial Advisor with advertising the branch business through local venues and general mailings.
Helped new Financial Advisor who started our business with no assets and no clients become one of the top level advisor's in Hawaii within the first five years.
Earned two Limited Partnerships in the company which are only offered to selected individuals based on their teams exceptional performance.
Experience
10+ Years
Level
Senior
Education
High School Diploma
Senior Branch Office Administrator II Resume
Summary : Very open to new experiences and challenges. an Administrator for over 10 years and have a lot of experience working with clients, vendors, wholesalers. Experience in training and mentoring new employees and enjoy that aspect of job very much. Like to work with people but can work very well independently also.
Skills : Managing All Aspects, Effective communication skills.
Description :
Provided high level of administrative and client service support for one of the largest investment firms.
Directly supported the manager.
Provided excellent communication and feedback in order to provide excellent customer service to clients.
Served as the first contact for callers and visitors.
Provided information, answered inquiries, and provided excellent customer service Administration: Provided direct support to the Financial Advisor.
Scheduled and coordinate meetings.
Planned and coordinated seminars.
Experience
10+ Years
Level
Senior
Education
Business Administration
Senior Branch Office Administrator I Resume
Summary : Manager with over 10 years in the banking industry and investment field. Very organized with high standards for customer service. Am able to adapt to change. Very positive with strengths lying in coaching and role playing. Looking for a great opportunity to use these valuable skills.
Skills : MS Office, Critical thinking.
Description :
Assisted the Financial Advisor in managing the branch office to exceed firm, client, and regulatory expectations.
Prepared and printed appropriate reports and materials for appointments.
Managed all incoming phone calls and assisted walk-in clients.
Administered excellent customer service to our clients.
Provided market information and quotes to the clients.
Responded to client inquiries on administrative questions.
Opened new accounts, closed inactive accounts, and transferred in accounts from other firms.
Ensured client accounts were always processed accurately and efficiently.
Processed trades and other transactions within clients' accounts.
Summary : To obtain a position as Administrative Assistant that allows to utilize over thirty years of experience in a fast paced office environment delivering exceptional organizational and communication skills that will allow me to make a positive contribution to the organization.
Skills : MS Office, Critical thinking, Effective communication skills.
Description :
Delivered exceptional customer service by exceeding customer's expectations on phone and in person.
Determined customer needs, scheduled appointments, and coordinated and planned office services.
Prepared client documents in advance for financial advisor to ensure a great customer experience for new and existing customers.
Collected and processed payments.
Maintained files and branch records in accordance with company polices to ensure compliance with regulatory agencies.
Conducted audits and corrected client documents and files for accuracy.
Managed the daily operations of the office with minimal supervision and anticipated the needs of the business in advance.
Summary : Friendly, outgoing, and enthusiastic individual with 35 years of experience in Administrative and Executive Assistant support roles. Able to learn new tasks quickly and proficiently, always providing excellent customer service. Represent establishment with friendly, professional demeanor at all times. Organized, creative, hard working, a self starter, taking pride in a job well done.
Maintained and documented all day-to-day activities and upkeep of client accounts in two different, top producing branch locations, all while juggling a continuous work flow.
Answered all incoming calls and assist all walk-ins, always offering excellent customer service.
Resolved all client requests and questions not pertaining to investment advice.
Independently planed and organized daily work activities according to priority and importance.
Scheduled client appointments and maintain busy calendar.
Processed all incoming and outgoing mail, as well as compose and process all outgoing client correspondence.
Updated and prepared detaile portfolio reports for client meetings.
Summary : Highly skilled financial professional with over 20 years of experience in the financial industry with over 11 years of experience in managing multiple portfolios working with individuals and small businesses. Able to build and grow long term relationships with clients. Adept at assessing client needs and goals, and make effective product recommendations.
Skills : MS Office, Critical thinking, Effective communication skills.
Description :
Presented to clients a seamlessly professional and satisfying service experience with excellent verbal and written communication skills.
Proven record of working with strong initiative in self-driven environment.
Consistented reporting to team leader of project statuses and goal oriented solutions.
Presented ideas to Financial Advisor for cost management.
Researched products through online tools, communicate productively with vendors and collect product quotes to prepare Financial Advisor for presentations to clients.
Collaborated with branch team to create productive marketing plans.
Expertised of industry regulations resulting in ethical business practices for branch; including responsibility for ensuring team members are compliant with all firm and industry regulations.
Experience
10+ Years
Level
Senior
Education
BS
Senior Branch Office Administrator/Analyst Resume
Summary : Administrative Professional eager to leverage 20 years of experience and office management to secure a position with a well-established organization that will appreciate the ability, through competent productivity, to maximize profit for the organization.
Skills : Microsoft Office Suite, Microsoft Outlook.
Description :
Processed all deposits, account transfers, IRA rollovers, insurance and annuity applications, estate paperwork, and equity trades.
Maintained a Correspondence Management System Managed daily appointment calendar, prioritized meetings and screened walk in guests.
Scheduled featured speakers and arranged location for public seminars & dinner banquets.
Created & Implemented SOPs; Scanned and filed correspondence for electronic storage.
Coordinated with branch manager and home office to resolve client and branch issues.
Constantly prioritized workload for myself and financial advisor to ensure that deadlines were met.
Developed and implemented standing operating procedures.
Experience
10+ Years
Level
Senior
Education
Business Administration
Senior Branch Office Administrator/Manager Resume
Headline : Seeking an executive assistant administrative position to utilize skills as a results-oriented professional with proven abilities in assisting staff and client base at all levels while improving efficiency of operations and maximizing the profitability of company.
Skills : MS Office, Problem solving skills, effective communication skills.
Description :
Performed a wide range of administrative and financial functions for this prominent regional office.
Assisted in coordination of financial advisors traveling in and out of the country.
Recognized as invaluable resource to company through consistent requests to participate in the Branch Office Administrator mentorship program providing education and guidance to coworkers through self-education and promotion of company systems, procedures and products.
Processed deposits and transactions.
Serviced client accounts including investments and life insurance.
Received numerous awards and recognition for outstanding client service and branch performance.
Supported and coordinated of marketing activities.
Filed and retrieved corporate documents, records, and reports.
Make travel arrangements for executives.
Experience
5-7 Years
Level
Executive
Education
MS
Senior Branch Office Administrator Resume
Summary : Establish in a position as an active participant in the organization's growth and success through hard work and professional representation to the market.
Skills : MS Office, Problem solving skills, critical thinking.
Description :
Reported to Financial Advisor Matthew Taylor - Highest priority keeping client information secure and confidential.
Opened individual, joint, IRA and 529 accounts.
Deposited checks, transfer funds and distribute funds per client request.
Tracked and updated new insurance and annuity policies from application to delivery.
Organized client seminars and appreciation/holiday events.
Recognized as invaluable resource to company through consistent requests to participate in the branch office administrator mentorship program providing education and guidance to coworkers through self-education and promotion of company systems, procedures and products.
Assisted in coordination of financial advisors traveling in and out of the country.
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