Branch Administrator

Position Mission Statement:

To demonstrate a servant’s heart to KFG’s clients and the firm by providing timely, considerate, and professional service. To build trust with clients and team members and add referable value in KFG’s relationship with its clients.

Responsibilities and Tasks (All Year):

• Remote check deposit of client fees
• Remote check deposit of client investment contributions
• Receive, document, and process payment of client insurance premiums
• Greet clients and act as “host/hostess” to guests in the office (First Impressions Team role)
• Coordinate 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
• Scan client documents to Zoho Workdrive and return originals to client
• Protect and secure client documents within locked storage at all times
• Backup for Nappanee Wealth CSC role
• Make necessary updates to client contact information in Zoho and other software/databases
• Maintain office supplies, resources, and hospitality offerings (i.e. beverages, snacks, etc.)
• Notarize client signatures on Estate Planning and related documents
• Support Financial Advisors with notetaking in client appointments (as needed)
• Support Life & Health Insurance Agents with notetaking in client appointments during Open Enrollment Period (as needed)
• Support 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
• Schedule facilities maintenance and repairs with proper teams/vendors: snow removal, landscaping, pest control, other issues as needed.
• Make sure cleaning crew maintains clean and tidy facilities (i.e. lobby, kitchen, conference rooms, offices, grounds, etc.) for clients and staff members

Additional Responsibilities and Tasks (Tax Season)

• Serve as Tax Admin role for Nappanee Branch Office
• Coordinate branch office staffing coverage to maintain extended business hours of operations
• Maintain Tax Season supplies and resources
• Primary Tax Intake & Organize team member in Nappanee Branch Office
• Primary Tax Assembly & Delivery team member in Nappanee Branch Office
• Back Up for Tax Department Phone Tree role
• Back Up for Tax CSC role
• Establishes, maintains and revises branch files and branch records in collaboration with HR *New and we may not need

Required Skills and Abilities:

• Strong leadership and communication skills
• Detail-oriented
• Ability to identify opportunities to create efficiency
• Strong ability to work independently
• Ability to manage multiple priorities, often with deadlines
• Proficient in current and new office technology
• Willingness to learn

Education and Experience:

• Administrative Support experience, preferred
• Office Management experience, preferred

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.