Korhorn Financial Group, Inc. · 2 months ago
Branch Administrator
Niles, Granger, IN, US
Full-time
Onsite
Entry, Mid Level
2+ years expKorhorn Financial Group, Inc. is a financial services firm seeking a Branch Administrator to oversee daily office operations and manage administrative tasks. The role involves client interaction, maintaining office supplies, and supporting various departments within the branch office.
AccountingFinancial ServicesInsuranceWealth Management
Responsibilities
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 clients
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
Remote check deposit of client fees
Remote check deposit of client investment contributions
Receive, 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 times
Back Up for Edwardsburg Wealth CSC role
Manage mail and other physical correspondence
Phone Tree Coverage – FIT (Option 0)
Phone Tree Coverage – Tax
Phone Tree Coverage – Accounting & Payroll
Phone Tree Coverage – Life and Health during Open Enrollment Season
Monitor Incoming Captivated Text Messages & Transfer to Appropriate Team Members
Monitor Client Center Uploads
Monitor Incoming Faxage Correspondence & Transfer to Appropriate Team Members
Prepare Daily Branch Office Schedule of Activities
Oversee Outgoing Mail & Mail Station
Make necessary updates to client contact information in Zoho and other software/databases
Member of KFG Compassion Team
Maintain office supplies, resources, and hospitality offerings (i.e. beverages, snacks, etc.)
Notarize client signatures on Estate Planning and related documents
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
Order supplies/food and work with planning team for company events, LDR and Team Days
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 common spaces and facilities (i.e. lobby, kitchen, conference rooms, offices, grounds, etc.) for clients and staff members
Clean workspaces when team members relocate or leave company
Serve as Tax Admin role for Niles 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 Niles Branch Office
Primary Tax Assembly & Delivery team member in Niles 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, as needed
Qualification
Required
High school diploma, required
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
Preferred
2-3 years Office Management experience, preferred
Bachelor's degree, preferred
Company
Korhorn Financial Group, Inc.
Korhorn Financial Group, Inc is family of three integrated businesses that serve large portions of Northern Indiana and Southwest Michigan.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase