Branch Administrator

Branch Administrator External Position Title:

Branch Office Administrator (Niles, Michigan)

Department:

Corporate Support Position Mission StatementServing KFG by overseeing daily office operations, manage administrative tasks, and support the smooth functioning of the branch office. Responsibilities and Tasks (All Year)Greet clients and act as host/hostess to guests in the office (First Impressions Team role) Maintain lobby and public spaces of Branch, keeping them stocked and ready for clientsCoordinate branch office staffing coverage to maintain standard business hours of operations Coordinate branch office staffing coverage for Team events, vacations and other out-of-office absences Remote check deposit of client feesRemote check deposit of client investment contributionsReceive, document, and process payment of client insurance premiums Scan client documents to Zoho Workdrive and return originals to client Protect and secure client documents within locked storage at all timesBack Up for Edwardsburg Wealth CSC role Manage mail and other physical correspondencePhone Tree Coverage FIT (Option 0)Phone Tree Coverage Tax Phone Tree Coverage Accounting & PayrollPhone Tree Coverage Life and Health during Open Enrollment SeasonMonitor Incoming Captivated Text Messages & Transfer to Appropriate Team MembersMonitor Client Center UploadsMonitor Incoming Faxage Correspondence & Transfer to Appropriate Team MembersPrepare Daily Branch Office Schedule of ActivitiesOversee Outgoing Mail & Mail StationMake necessary updates to client contact information in Zoho and other software/databases Member of KFG Compassion TeamMaintain office supplies, resources, and hospitality offerings (i.e. beverages, snacks, etc.) Notarize client signatures on Estate Planning and related documentsSupport Wealth Management Department with delegated tasks and responsibilities (as needed)Support Life & Health Insurance Department with delegated tasks and responsibilities (as needed)Support Retirement Plans Department with delegated tasks and responsibilities (as needed)Manage KFG Corporate Calendar events in Branch Office staff calendars Host Team lunches, special events, and other team-building activities within the branch office Order supplies/food and work with planning team for company events, LDR and Team DaysSchedule facilities maintenance and repairs with proper teams/vendors: Snow removalLandscapingPest ControlOther issues, as needed Make sure cleaning crew maintains clean and tidy common spaces and facilities (i.e. lobby, kitchen, conference rooms, offices, grounds, etc.) for clients and staff membersClean workspaces when team members relocate or leave company Additional Responsibilities and Tasks (Tax Season) Serve as Tax Admin role for Niles Branch OfficeCoordinate branch office staffing coverage to maintain extended business hours of operationsMaintain Tax Season supplies and resourcesPrimary Tax Intake & Organize team member in Niles Branch OfficePrimary Tax Assembly & Delivery team member in Niles Branch OfficeBack Up for Tax Department Phone Tree roleBack Up for Tax CSC roleEstablishes, maintains and revises branch files and Branch records in collaboration with HR, as needed Required Skills and AbilitiesStrong leadership and communication skillsDetail-orientedAbility to identify opportunities to create efficiencyStrong ability to work independentlyAbility to manage multiple priorities, often with deadlinesProficient in current and new office technologyWillingness to learn Education and Experience 2-3 years Office Management experience, preferredHigh school diploma, required. Bachelors degree, preferred