Branch Office Administrator

What you'll be doing: Prepare for appointment. Provide market information or quote to client. Respond to client inquiry on administrative question. Assist the financial advisor in managing the branch office to exceed firm, client and regulatory expectation. Effective communication with the financial advisor management of phone call and walk in client. Order supply and processing expense. Ensure client account process accurately and efficiently is crucial to satisfying client. Open, close and transfer account. Process trade and other transaction. Process retirement or estate account. Follow up with prospective client and client. Implement client seminar and promote credit card service.

What your background should be: Excellent customer service. Strong organizational skills. Attention to detail. Able to work well under pressure. Excellent managerial and organizational competences. Interpersonal skills and professional appearance.

Who is the client company: Concern about financial services.; If you are interested in this position, send your resume to apply@kochdavis.com