Branch Administrator

The Branch Administrator provides branch-level administrative and operational support to ensure the office runs smoothly and professionally. The role focuses on front desk coverage, office operations, and coordination support for branch activities, helping maintain an organized, client-ready, and compliant branch environment in partnership with branch leadership. This role is On site.

Core Responsibilities:

Front Desk and Branch Operations

• Serve as the primary point of contact for the branch during business hours, including answering

inbound calls and greeting clients and visitors

• Maintain lobby flow and ensure client facing and common areas are professional, organized, and

client ready

• Manage inbound and outbound mail, deliveries, and general office logistics

Facilities and Office Coordination

• Submit, track, and follow up on facilities, maintenance, and service requests
• Coordinate with property management and vendors for office related needs
• Maintain office supply inventory and ensure timely ordering and replenishment
• Support workspace setup and basic office moves as directed

Recruiting and Onboarding Support

• Partner with branch leadership to support Financial Professional recruiting efforts by coordinating

meetings, facilitating communication, and supporting execution of recruiting activities

• Manage onboarding logistics for new advisors and branch staff, including branch access, workspace

setup, and equipment readiness

• Coordinate with internal stakeholders to support a timely, compliant, and consistent onboarding

experience as new team members transition into the organization

Branch Events and Marketing Coordination

• Support planning and coordination of branch events, meetings, and recruiting or client

engagement activities

• Assist with event logistics, scheduling, materials, and onsite coordination as needed
• Coordinate with approved vendors related to branch events and marketing activities following

established processes

• Support basic social media and marketing coordination, including distributing or posting pre

approved content where permitted

Administrative Support

• Provide administrative and scheduling support to the Branch Manager as needed
• Maintain branch administrative records, documentation, and files
• Support branch communications and follow up on administrative and operational items

Required Knowledge, Skills, and Abilities:

• Administrative or front desk experience in an office environment
• Strong organizational and multitasking skills
• Clear written and verbal communication skills
• Ability to manage multiple tasks and follow established processes and guidelines
• Proficiency in Microsoft Outlook, Word, and Excel
• Comfort working in a regulated and structured environment

Minimum Required Education & Experience:

• High School diploma or equivalent
• Prior administrative, front desk, or office support experience preferred

Travel Requirements: 0%

The base salary range for this role in Iselin, New Jersey is $22.60 - $34.60 plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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