Branch Administrator

Title : Branch Administrator

Location : Lexington, KY

Job Type : Contract

Compensation : $20.00 - $25.00 per hour (W2)

Industry : Financial Services

Schedule : Monday - Friday from 8am - 5pm

About the Role

Our client is a well established organization within the financial services and wealth management industry that supports advisors and clients with investment retirement and financial planning solutions. They are seeking a Branch Administrator to serve as the primary front office contact and provide administrative and operational support to a busy financial advisory office. This role is ideal for someone who is personable detail oriented and comfortable working in a professional client facing environment. Job Description

The Branch Administrator plays a key role in supporting daily office operations while delivering a high level of service to clients and internal teams. This position supports advisors and staff through administrative clerical and client service responsibilities.

Core responsibilities include :

• Greet clients and visitors professionally and serve as the main office contact
• Answer screen and route incoming phone calls and provide accurate information about services
• Schedule and coordinate client appointments meetings and conferences and maintain calendars
• Compose and send professional emails memos and correspondence
• Manage incoming and outgoing mail packages and special shipments
• Maintain client files prepare engagement letters type financial statements and organize documents for delivery
• Assist with invoicing acknowledgments and mailings related to finance or accounting tasks
• Perform data entry and maintain databases mailing lists and client records
• Order office supplies manage equipment and keep reception and conference areas organized
• Provide general administrative support including ordering lunches and handling special requests Qualifications

Required

• At least one year of experience in an office support administrative or receptionist role
• Proficiency with Microsoft Office including Outlook Word and Excel
• Strong customer service skills with a professional and personable approach
• Excellent attention to detail and organizational skills
• Ability to manage multiple tasks prioritize work and meet deadlines
• Strong written and verbal communication skills
• Ability to handle sensitive information with discretion and confidentiality
• High school diploma or equivalent

Preferred

• Experience in a financial services accounting or professional services environment
• Familiarity with CRM systems such as Redtail or Salesforce with training available if no prior experience
• Associate degree or coursework in business or a related field Benefits

Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary :  https : / / www.dahlconsulting.com / benefits-w2fta / . How to Apply