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Branch Office Administrator

Part-Time | On-Site with some Hybrid Flexibility- Holland, MI 

Are you an organized, detail-oriented professional with a passion for helping others succeed? Our client is seeking a dedicated Branch Office Administrator to support their wealth management practice and help deliver exceptional service to valued clients.

As a key member of the team, the Branch Office Administrator plays a vital role in ensuring smooth daily operations within a fast-paced, paperwork-intensive environment. Working closely with a Financial Advisor, you will help clients pursue their financial goals by providing both operational and client service support. Your responsibilities will include managing client communications, preparing and processing account documentation, maintaining accurate records in the firm’s CRM, coordinating client meetings, handling service requests, and assisting with various administrative projects that keep the office running efficiently.

Best-in-Class Benefits and Culture:

Our client truly values their team members and the contributions they make every day. This position offers competitive pay ranging from $21.00 to $29.00 per hour, based on experience, plus eligibility for performance-based bonuses after six months, rewarding both individual achievement and branch success.

There’s also potential for this role to grow into a full-time position, which comes with expanded benefits, including participation in the company’s SIMPLE retirement plan and access to health insurance options.

Beyond excellent compensation, our client is committed to fostering a positive, collaborative, and growth-oriented workplace. They believe in creating an environment where employees can learn, develop their skills, and actively contribute to the company’s success, culture, and future direction.

To succeed as the Branch Office Administrator, you should have:        

• Minimum of 2 years’ experience in financial services, client service, or a related administrative role.
• Solid understanding of life insurance and annuity products, including term, whole, and variable life, with familiarity in investment components and sub-accounts.
• Bachelor’s degree in Finance, Business, or a related field (or equivalent experience); industry licenses such as FINRA Series 7 & 66 are a plus.
• Proficient in Microsoft Office (especially Excel), CRM platforms, and digital tools such as DocuSign; ability to interpret data and support portfolio updates.
• Excellent organizational, communication, and interpersonal skills with the ability to manage multiple priorities; no travel required.

Your responsibilities as the Branch Office Administrator will include:        

• Client Support: Serve as the first point of contact for clients, providing professional, responsive service in person, by phone, and via email.
• Administrative Operations: Prepare, process, and maintain client paperwork, records, and documentation with accuracy and attention to compliance standards.
• Advisor Assistance: Support Financial Advisors with meeting preparation, investment reviews, and project-based tasks that enhance client service and operational efficiency.
• Data & Systems Management: Maintain and update CRM systems, spreadsheets, and investment data to ensure accurate, up-to-date client and portfolio information.
• Scheduling & Coordination: Organize client meetings, manage calendars, and coordinate communications with clients, custodians, and insurance providers to ensure seamless workflow.

About Our Client

Our client is a values-driven wealth management firm dedicated to helping individuals and families build lasting financial foundations. Their mission is to empower clients with personalized financial guidance, clear strategies, and a commitment to long-term relationships built on trust. With a focus on integrity, collaboration, and continuous learning, they provide a supportive and professional environment where both clients and team members can thrive.

Take the Next Step in Your Career

If you’re ready to bring your talent for organization, client care, and precision to a dynamic wealth management team, our client wants to hear from you. Apply today and help shape the future of client success in an environment where your skills make a lasting impact!

The application window will close in 30 days.

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.