Branch Office Administrator Resume Samples

A Branch Office Administrator is a key person of an organization who undertakes several tasks, right from hiring personnel to managing the monetary asset of the organization. The most common work activities mentioned on the Branch Office Administrator Resume include the following – overseeing the daily branch activities and ensuring uninterrupted operations, taking care of the commercial possession of the company, handling the executive workforce to ensure growth and improvement in work performance, providing clerical support to the company, collecting information from employees and compiling reports, and making sure the staffs follow the precautionary and safekeeping policies.

Here are some of the attributes that can highlight a resume – proven work experience, familiarity with office management procedures and basic accounting principles; excellent knowledge of MS Office and office management software and strong leadership skills. A degree in business administration is commonly seen on resumes. However, demonstrating additional qualification will be advantageous.

Branch Office Administrator Resume

Headline : Seeking full-time employment where I am able to utilize my expertise with clerical skills, accounting, relationship building and organization. Complement of office management, interpersonal skills, study of new technology and concepts.

Skills : I taught my daughter for one year for third grade.

Description :

    1. Maintain various accounts processing tasks and including estate, cash, securities, mutual funds, transfers, account opening/closing, life insurance, advisory solutions, annuities, pensions, retirement and trades.
    2. Account Processing: Manage incoming/outgoing calls and walk ins.
    3. Sort and respond promptly to service requests, wires, faxes, emails and calls from the home office.
    4. Handle the branch office record keeping through scanning and/or filing.
    5. Order all supplies of any kind, and process the expenses through Pay Bills.
    6. Set and Confirm appointments.
    7. Business Development: Plan and handle the logistics for events including seminars and broadcast.
    8. Assist with referrals and marketing, which would include accountants, attorneys.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Diploma


Branch Office Administrator I Resume

Objective : Dedicated and focused Administrative Assistant who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority while also building strong relationships with clients and coworkers.

Skills : Microsoft Word, Strong Organizational Skills, Active Listening Skills.

Description :

    1. Assist Financial Advisor with day to day financial operations of client accounts and prospects, critical thinking, strong verbal skills, effective writing, organized, and multitasking.
    2. Client relations, service and development.
    3. Accurate processing, opening and closing of client IRA and single accounts.
    4. Accurate and efficient processing and transferring accounts into or out of Edward Jones.
    5. Ensure accurate client account deposits, check processing and automatic withdrawals.
    6. Process trades, buys and market quotes.
    7. Schedule appointments, annual reviews, follow up calls, schedule systematic contact activities and compile client reports.
    8. Conduct weekly branch office meetings, update client and prospect data records.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Business Administration


Jr. Branch Office Administrator Resume

Objective : Highly qualified Branch Office Administrator with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Computer Proficient, cumstomer service excellence, type 50/wpm, 10 Key,.

Description :

    1. Provided front-line administrative services and client relationship management for investment representatives in support of a book of 300 households, representing $200M in investments.
    2. Focused on client services, scheduled appointments, provided market information, and respond to inquiries.
    3. Ensured client accounts are processed accurately and efficiently, opened, closed, and transferred accounts, processed trade and other transactions, and processed retirement and estate accounts, resolving variances.
    4. Performed business development, followed up with prospective clients, implemented client seminars, and maintained website.
    5. Maintained current knowledge of client portfolio and stock market analysis, insurance, annuities, and benefits.
    6. Assisted in the management of the branch office, monitoring budget.
    7. Recognized for exceptional client relationship management.
    8. Actively participated in the advancement of investment representatives 25%-50% of new representative.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Junior
Education
Education
Associate of Science

Branch Office Administrator III Resume

Summary : Recent graduate with Bachelor's Degree in Computer Information Systems desiring to gain entry in the technology field where my degree can be utilized. Accustomed to providing integral technical support and troubleshooting issues related to computer hardware, software, and peripherals.

Skills : Microsoft Office, Communication, Administration, Client Relations, Customer Service, Networking, Fundraising, Verbal Communication, Written Communication, Supervising, Event Planning, Team Player.

Description :

    1. Communicated effectively with co-workers in person, over the telephone and via email.
    2. Built and maintained rapport with colleagues to gain their trust, confidence and respect.
    3. Trained colleagues on best practices of daily administrative and customer service operations.
    4. Demonstrated stellar listening skills to understand the individual needs of clientele.
    5. Educated clientele about a wide variety of products and services to meet their needs.
    6. Helped customers to establish realistic objectives in order to achieve their short and long-term goals.
    7. Displayed excellent follow up skills with clients to maintain their satisfaction and loyalty.
    8. Proactively identified and resolved any client problems in order to implement favorable solutions.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
AA in Art

Branch Office Administrator II Resume

Summary : Dedicated and focused Administrative Assistant who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority while also building strong relationships with clients and coworkers.

Skills : Microsoft Office, Communication, Administration, Client Relations, Customer Service, Networking, Fundraising, Verbal Communication, Written Communication, Supervising, Event Planning, Team Player.

Description :

    1. Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
    2. Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
    3. Organized files, developed spreadsheets, faxed reports and scanned documents.
    4. Managed the day-to-day calendar for the branch's Financial Advisor.
    5. Brainstormed and implemented innovative ways to gain new clients and better serve them.
    6. Researched and investigated financial services for clients with unique needs.
    7. Made copies, sent faxes and handled all incoming and outgoing correspondence.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
English

Sr. Branch Office Administrator Resume

Summary : Meticulous manager, excellent at juggling multiple tasks and working under pressure with strong leadership and relationship-building skills. Broad industry experience includes Education, Insurance and Social Service.

Skills : Microsoft Office, Transcription, Inventory Management, Dictation, Restaurant Management,.

Description :

    1. Assisted in all areas of administrative work including data entry, receptionist duties, file organization, research and development.
    2. Maintained and prioritized daily tasks and projects including: call logs, appointments, travel, expense reports and general errands.
    3. Standardized department filing system so staff could easily locate information in any filing center.
    4. Successfully established effective systems for record retention by creating database for daily correspondence tracking.
    5. Developed new customer relations through telephone contact and sales activity.
    6. Recuited new agents to the office and completed the onboarding process.
    7. Supported Unit Supervisor through personal document management, calendar organization and collateral preparation for meetings.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Management

Branch Office Administrator/Legal Assistant Resume

Headline : Over 7 years administrative experience with a senior level skil lset, extensive skills in communication and administrative office functions. Understands the importance and significance of detail and accuracy and takes pride in professional attitude and abilities. Reliable, responsible, organized and precise. Can provide SC Notary services in Charleston and Dorchester counties.

Skills : Notary Public.

Description :

    1. Processes new applications, payments, reinstatements pending requirements and cancellations for all life, medicare supplemental, health insurance plans for branch office.
    2. In charge of tracking, and logging for 100% compliance.
    3. Recruiting, schedules interviews, licensing, educational and hiring processes for new agents.
    4. Provides optimum communication and customer service to all policy holders.
    5. Field administration of all insurance agents for branch office.
    6. Supports Branch Sales Manager with multiple tasks on a daily basis.
    7. Processes all FSP, manages and submits reimbursement and payment requests for branch office.
    8. Schedules travel and other accomodations for meetings and trips for BSM and agents.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Public Administration

Finance Branch Office Administrator Resume

Summary : Well-qualified and results oriented financial sales professional with 7 years of successful experience in positions of increasing responsibility and duties. A top performer with a track record of consistently meeting or exceeding sales and customers service goals. Team player with polished communication skills; verbal, written, interpersonal, and rapport building.

Skills : Microsoft Office, Constant Contact, Finance.

Description :

    1. Proactively contact clients to schedule annual reviews with the Financial Advisor.
    2. Prepare, plan and execute numerous client appointments.
    3. Work directly with clients to open accounts along with maintaining prospective client data records.
    4. Plan and organize marketing materials and quarterly events with the Financial Advisor.
    5. Process and coordinate all life insurance and annuity contracts from application to issuing of policies.
    6. Manage calendar for the Financial Advisor to schedule time blocks, appointments and meetings.
    7. Accountable for sorting and processing all incoming mail and emails.
    8. Maintain all client files and electronically scan client documents per industry standards.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS

Account Branch Office Administrator Resume

Headline : Talented and result-driven Office Manager and Administrative Assistant. Extensive experience as professional meeting planner with proven track record of success in providing administrative support to all levels of management. Resourceful and results driven professional with extensive experience in office management, client management, and extensive travel logistics. Passionate about delivering a great customer experience and first in line to accept new challenges and responsibilities.

Skills : Microsoft Pro-Office.

Description :

    1. Manage all functions of financial services as support for the Financial Advisor for an $80 million office.
    2. Create proposals, hypotheticals and portfolio reviews for stocks, bonds, mutual funds for large client base.
    3. Provide market information and quotes to clients accessing proprietary systems.
    4. Update amount invested and calculate cost basis of stocks for annual reporting requirements.
    5. Process trades for sales and purchases of stocks, bonds and mutual funds and distribute funds to client holdings.
    6. Open, maintain, transfer and close regulated accounts in accordance with Patriot Act guidelines.
    7. Process individual and group retirement, estate, 403b, 457's, and 529-CollegeAmerica accounts as well as IRA's and maintain account with accurate market invested values.
    8. Process stocks and bonds for transfer.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management

Jr. Branch Office Administrator Resume

Objective : Upbeat and flexible customer service representative with over 2 years' experience. Driven and results-focused professional seeking a customer service position in a fast-paced environment. Solid team player with upbeat, positive attitude. Service-focused professional and friendly team player with a knack for building productive working relationships. High-achieving Sales Associate offering an extensive background in customer service, sales, client relations, merchandising and schedule maintenance.

Skills : Microsoft Word, Microsoft Outlook, Microsoft Excel, Keyboarding, Computer Skills, Social Media, Scheduling, Adobe Acrobat, Adobe Photoshop, Accounts Payable, Customer Service, Internet, Hardware, Software, Budgets, Team Building, Troubleshooting, HTML.

Description :

    1. Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
    2. Designed electronic file systems and maintained electronic and paper files.
    3. Maintained the front desk and reception area in a neat and organized fashion.
    4. Served as central point of contact for all outside vendors needing to gain access to the building.
    5. Wrote reports and correspondence from dictation and handwritten notes.
    6. Dispersed incoming mail to correct recipients throughout the office.
    7. Made copies, sent faxes and handled all incoming and outgoing correspondence.
    8. Organized files, developed spreadsheets, faxed reports and scanned documents.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
General Education

Branch Office Administrator Consultant Resume

Objective : To work in an environment that offers personal growth opportunities along with being a part of a team. To utilize my skills in client service excellence, organization and attention to detail in a position that best serves the company.

Skills : German, native. French, conversational. Microsoft Office Programs. Internet research.

Description :

    1. Handled full cycle accounting responsibilities to include, accounts receivable, billings, collections, month-end closing, general ledger and customer account management.
    2. Processed payroll for office technicians.
    3. P-Card administration (addition, deletions, credit limit updates etc.) Reconcile monthly credit card statements and process for payment.
    4. Maintained customer accounts by invoicing and billing, reviewing credit balances, refunds, adjustments, corrects and applies adjustments to billing records.
    5. Input AP records, properly classify expenses & distribute for approval.
    6. Order and track all office related expenses, order supplies, maintain office equipment.
    7. Worked with corporate travel agent to coordinate travel for principals, staff and clients.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BA

Branch Office Administrator II Resume

Objective : To obtain a position that will provide me a chance to further develop my skills and offer the potential for advancement.

Skills : Microsoft Office, Javascript, Java, HTML, SQL, Troubleshooting.

Description :

    1. Provided administrative support to the Financial Advisor and managed all operational issues in the office.
    2. Managed the office calendar and activities by scheduling appointments with clients and vendors and created daily, monthly and quarterly tasks to be completed by either Financial Advisor or myself.
    3. Opened new accounts and maintained existing accounts.
    4. Answered telephone inquiries from clients regarding their accounts and items of concern of an administrative nature.
    5. Processed distribution of funds and cash deposits.
    6. Implemented and monitored marketing campaigns to promote company's services and products.
    7. Assisted Financial Advisor with various other tasks to grow and maintain the business.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business

Branch Office Administrator Assistant Resume

Summary : Self-motivated and committed to customer service and care Excellent interpersonal skills with a diverse population. Proficient in meeting sales / service goal; customer retention and staff motivation. PROFILE - Over 20 years experience in client service with a focus on, meeting client needs/concerns in a professional manner; office management, and sales. - Assess client needs and expectations, emphasizing proactive and creative solutions.

Skills : MS Word, MS Excel, Quickbooks, Concor, FSP, MS Outlook.

Description :

    1. Served as the administrative liaison for all inquiries related to Home Office, underwriters, outside agencies, and vendors.
    2. Acted as the initial point of contact for internal and external clients, and handled complaints about a policy or agent.
    3. Provided a wide variety of administrative support to the agents and management team.
    4. Prepared various reports daily, weekly, quarterly, and yearly.
    5. I reviewed and ensured all details of the applications had been completed before being submitted to the underwriters.
    6. Monitored them until approved, and issued.
    7. Mailed out transform documents for rollovers and followed-up with the process.
    8. Products included Annuities, Life Insurance, Medicare Supplements, and Long Term Care applications.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Real Estate

Branch Office Administrator Resume

Summary : Extensive background in office administration and management. Experienced in client service and relations. Dedicated self-starter, highly organized and detail oriented. Computer literate with experience in MS Office, Internet and proprietary software. Resourceful problem-solver, skilled in identifying and meeting needs. Excellent oral and written communication skills, able to handle stressful client situations.

Skills : Microsoft Office Suite, Problem-Solving Skills, Technology Skills, Communication Skills, Events coordination, Travel Arrangements, Supplies management, Staff Training, Customer Service, Outlook, Powerpoint, Recruiting.

Description :

    1. Responsible for overall daily administration of financial advisor branch office.
    2. Prepare and maintain federally required financial reports, account records and documents.
    3. Interview prospective clients and assist in opening new accounts.
    4. Process estate, securities, mutual fund, insurance and retirement accounts.
    5. Perform all administrative duties including answer phones, receive and open mail & email, copying, filing, etc.
    6. Coordinate and maintain senior advisor's travel schedule and appointment calendar.
    7. Place stock and mutual fund trades and ensure all regulatory requirements are met.
    8. Prepare and update client portfolios at direction of financial advisor.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor of Arts