Branch Administrator Job Description

Branch Administrator Job Description

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Branch administrator provides financial analysis of credits that allows lending officers to make a credit decisions on complex commercial and consumer loans.

Branch Administrator Duties & Responsibilities

To write an effective branch administrator job description, begin by listing detailed duties, responsibilities and expectations. We have included branch administrator job description templates that you can modify and use.

Sample responsibilities for this position include:

Reviews Trade Blotter for accuracy and compliance
Reviews emails for accuracy and compliance
Reviews errors for accuracy and compliance
Reviews LOAs for accuracy and compliance
Maintains clearly researchable records of approvals for a minimum of 30 days
As Branch Administrator, you will be dealing with support staff on a daily basis
While directly and indirectly supervising, you will also provide leadership and coaching
You will be involved in hiring, termination and performance reviews of all direct reports
You will conduct supervision of Branch Cage Operations, including signing authority for outgoing cheques and approval of daily transactions
You will review branch expenses and operational efficiency along with the implementation of various firm wide initiatives Responsible for branch technology initiatives, coordination of new IT orders and access requests and in-branch contact for technology issues through coordination with various head office groups

Branch Administrator Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Branch Administrator

List any licenses or certifications required by the position: MVR

Education for Branch Administrator

Typically a job would require a certain level of education.

Employers hiring for the branch administrator job most commonly would prefer for their future employee to have a relevant degree such as Collage and High School Degree in Business, Accounting, Management, Education, General Education, Finance, Supervision, Marketing, Business/Administration, Associates

Skills for Branch Administrator

Desired skills for branch administrator include:

Basic accounting
General business
Human resources
Spelling
Grammar
Microsoft Office products
Anti Money Laundering
Data Protection
Regulations relating to Compliance
Consumer Credit Directive and Consumer Credit Act

Desired experience for branch administrator includes:

Ability to learn new tools and systems
Exceptional cient service focus
You will be a primary point of contact for various internal and external meetings and dialogue with branch partners
While directly and indirectly supervising, you will also be providing leadership and coaching to a staff of 8
Supervision of Branch Cage Operations, including signing authority for outgoing cheques and approval of daily transactions
As Assistant Branch Administrator, you will be supporting the Branch Administrator on daily responsibilities

Branch Administrator Examples

1

Branch Administrator Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of branch administrator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for branch administrator
  • You will be assisting in hiring, termination and performance reviews of all direct reports
  • Daily trades, daily alerts, and daily AML alerts posted to ProSurv
  • E-mail captured in CA DataMinder
  • Large account deposits
  • Cancel/rebills, trade errors, switch letters, new account forms, new 529 plans, Insurance, primary tickets and acknowledgement letters
  • New accounts, accounts, updates, LOAs, option agreements, and managed accounts on eQuest
  • Incoming and outgoing correspondence and faxes
  • Seminars, advertisements, speaking engagements, radio programs
  • Outside business activities, outside accounts, gifts, private security transactions, penny stock purchases, and solicited bulletin board stock files
  • Contact clients verbally and in writing to discuss account activity, as needed
Qualifications for branch administrator
  • Series 7, 9, 10 and Insurance license, Series 63 desired
  • Ensure that administrative policies and procedures, any communications from head office addressed to branch personnel (Flash Admin, Flash Compliance, Let's Talk, head office initiatives or projects), are distributed, understood and complied with
  • Contribute in meeting the compliance standards by exercising rigorous follow up in order to ensure that the administrative corrective measures recommended by Internal Audit or Compliance are implemented
  • As required, may be called on to offer administrative support to the regional manager in working on preparing and monitoring investment advisors' business plans
  • Assist the Investment Advisor team with business development by speaking with clients
  • Provide quotations, take unsolicited orders and processes buy and sell trades
2

Branch Administrator Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of branch administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for branch administrator
  • Carry out administrative tasks such as EFT In and Out, cheques, registered account contributions, withdrawals, follow up of incoming transfers
  • Act as administrative link between various operational departments to respond to clients’ requests
  • Extract information from NBF systems in response to clients’ requests for account information, prepares letters and documents including reports on capital gains and losses in portfolios and cash flow history and stock trades
  • Create monthly prospecting lists covering each level of client
  • Explain the portfolio statement, trade confirmations to clients
  • Gather and process information and forms following the death of a client to ensure the family of the deceased has a smooth estate settlement
  • Answer and direct phone calls and messages within range of knowledge and authority
  • Provide general reception services and support to visitors
  • Follow up on orders as requested
  • Handle various arrangements, supplies and support for meetings, training classes and other functions
Qualifications for branch administrator
  • Book travel arrangements and accommodations for visitors, and personnel as required
  • Order office supplies to ensure proper inventory
  • Organize minor maintenance and repair of building
  • Provide general clerical support including accounts payable/receivable, mail distribution, processing of credit applications and data entry
  • Respond to customer call-ins and direct potential pulls and complaints to appropriate account owner
  • Establishes, maintains and revises branch files and Branch records
3

Branch Administrator Job Description

Job Description Example
Our company is growing rapidly and is hiring for a branch administrator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for branch administrator
  • While directly and indirectly supervising, you will also be providing leadership and coaching to your team
  • Act as point of contact for, and regularly partner with other departments
  • Coordinate personnel requirements such as DOT physicals, employee physicals, State Transporter License Numbers (if applicable), start packs, Worker’s Compensation claims
  • Carry out duties to the company standard policy and procedures
  • General office administration office duties
  • Management of HPI monitor (Hire Purchase Information)
  • Accurate banking of monies received
  • Ensuring all accounts are maintained by customer direct debits along with management of all direct debit errors / return
  • Assist in the monitoring of RRs that may be on Heightened Supervision
  • Hold quarterly compliance/complex meetings
Qualifications for branch administrator
  • Ensure that Form BRs are accurate
  • Act as conduit between compliance and associates
  • Ensure each Branch location is adhering to the company’s segregation of space guidelines
  • Proficient Microsoft Office skills, including Excel, Word and PowerPoint
  • A competitive salary which goes hand in hand with a monthly branch related bonus
  • Series 7, 9, 10 and Insurance license required, Series 63 desired
4

Branch Administrator Job Description

Job Description Example
Our innovative and growing company is looking for a branch administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for branch administrator
  • Manage the new-hire and onboarding of new MedTrans drivers using the HR Taleo system, PeopleSoft and paper Driver Qualification files
  • Review manual Driver Vehicle Inspection Reports for accuracy and completeness
  • Review Electronic Driver Vehicle Inspection Reports for accuracy and completeness
  • Review completion of MTA courses
  • Review completion of Infinit-i on-line training courses
  • Review and replenish truck supplies (headlights, wiper blades, log books, DVIR books, Rear-view camera supplies, padlocks)
  • Review all paper logs for accuracy and completeness, when a discrepancy is found return to the appropriate branch driver for correction
  • When prepared, collect and review DDARs for accuracy and completeness
  • Review driver electronic logs for errors
  • Support MedTrans delivery and team members to ensure outstanding customer service, timely deliver, safety and security of the operations and positive employee relations with the team members
Qualifications for branch administrator
  • Support branch MedTrans Supervisor in general job functions, metrics, training, and reporting, and other duties assigned
  • Bachelor’s degree in a business related field preferred, or relevant experience accepted in lieu of education
  • Answers phones and respond to customer requests
  • Math skills to include the ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
  • Process sales orders according to company guidelines
  • Verify sales order forms for accuracy
5

Branch Administrator Job Description

Job Description Example
Our company is looking to fill the role of branch administrator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for branch administrator
  • Verify pricing and other calculations
  • Enter order into database
  • Provide administrative support for branch director, sales representatives, and customers
  • Provide administrative support to the regional manager on a variety of tasks, including (but not limited to) preparing and monitoring investment advisors' business plans
  • Business Administration qualification
  • Proficient in the use of Word, Excel, Access and PowerPoint
  • Ability to make a positive contribution to a team
  • Enter payroll details for hourly employees
  • Process Time and Material (T&M) and Fixed Price (FP) billings
  • Complete fleet administration tasks including ensuring insurance documents are current, issuing vehicle assignment change notices, and monitoring vehicle maintenance schedule
Qualifications for branch administrator
  • Ability to juggle multiple projects and keep each on schedule ensuring that all deadlines are met
  • Ability to communicate well with all levels of employees within the company
  • Knowledge of general accounting practices and functions
  • Must be flexible and enjoy working with a diverse group in a fast-paced environment
  • Preparing property details
  • Advertising properties

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