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Seeking candidate with excellent customer service skills, critical thinking abilities, effective communication skills, initiative and ability to work autonomously to fill a part-time opportunity as a branch office administrator.

Support clients as directed by the financial advisor, maintain records and perform office administration functions in this part-time position. Must have superb customer service abilities, critical thinking skills, and proficient communication skills.

Support and work with the financial advisor by managing calendar and coordinating/preparing for events and client appointments. Work to increase branch efficiency by adapting to new tools, maintaining accurate records. Part-time position.

Support clients, build relationships, and assist the financial advisor as needed with office functions. Part-time, entry-level role. Excellent customer service skills are required, along with detail-oriented abilities and strong communication skills.

Position is part-time. Must have excellent customer service skills and has ability to adjust as needed.Prepare reports for appointments, updates data for clients and prospects, set appointments and will organize the financial advisors schedule.