Branch Office Manager
January 2011 — Present
Administration - Well-organized Office Administrator who multi-tasked while working with technology and people. Daily office administration duties include Processing Contracts and Legal Documents, Processing deposits and financial transactions, bill payment and budgeting.
Work to build quality one-to-one relationships with clients and to maintain long term relationships with clients. Provided prompt responses to customer requests.
Managed Direct Mailing Program and an effective communications program. Plans and assists with implemenation of Seminars and Customer Appreciation Events. Assist the Financial Advisor to deepen existing client relationships by preparing a variety of reports for scheduled appointments and scheduling systematic contact activities.
Assisted with the responsibilities of the Financial Advisors Regional Leader Position of Training and Development of newer Financial Advisors. Assisted new Financial Advisors to become familiar with processing systems and office recordkeeping.