Branch Office Administrator - Ponte Vedra Beach, FL
Florida, United States, Ponte Vedra Beach
USD 45K-100K (estimate) Mid-level Full Time
Tasks
- Handle account opening and account transfers
- Maintain accurate client records
- Manage correspondence and support marketing initiatives
- Process account transactions and prepare documentation
- Provide client service via calls email and in person interactions
- Resolve client inquiries and issues
- Schedule appointments and prepare client meeting materials
- Update Standard Operating Procedures
- Use MoneyGuide and Salesforce tools
Perks/Benefits
- 401k retirement plan
- Accidental death and dismemberment coverage
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health savings account
- Life insurance
- Long-term disability
- Medical insurance
- Paid Holidays
- Personal days
- Professional development
- Short-term disability
- Sick time
- Vacation days
- Vision insurance
- Voluntary benefits
- Volunteerism paid day
Skills/Tech-stack
Account Management | Adaptability | Administrative support | Analytical Thinking | Attention to detail | Client Service | Digital tool utilization | Microsoft Office | MoneyGuide | Operational support | Salesforce | Team Collaboration | Tool utilization
Education
N/A
Regions
Countries
States
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