Branch Secretary (1206)

Reports To: Director

Job Summary:

The ideal candidate will possess strong organizational skills, a professional demeanor, and a working knowledge of the financial services environment.

Key Responsibilities:

• Serve as the first point of contact for clients and visitors, ensuring a professional and welcoming environment
• Manage front-desk duties, including answering calls, responding to emails, and scheduling client appointments
• Prepare and process internal documents such as account forms, transaction requests, compliance paperwork, and client correspondence
• Maintain up-to-date and confidential client records and files in accordance with industry regulations
• Support branch staff, including financial advisors and management, with administrative and operational tasks
• Organize and maintain filing systems (both digital and physical), branch records, and supply inventory
• Assist with data entry, report generation, and document formatting for internal and client-facing materials
• Coordinate travel arrangements, meetings, and event planning as required
• Ensure compliance with all company policies and regulatory requirements
• Handle and resolve basic client inquiries or direct them to appropriate team members

Qualifications:

• Diploma & above preferred
• 2+ years of administrative or secretarial experience (experience in the financial or banking industry is preferred)
• Excellent verbal and written communication skills
• Strong attention to detail and ability to manage multiple tasks and deadlines
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) and basic office equipment
• Experience with CRM systems or financial software a plus
• Professional appearance and a customer service-oriented attitude
• Ability to maintain discretion and confidentiality at all times

Preferred Qualifications:

• Prior experience in a brokerage, investment firm, bank, or insurance agency
• Familiarity with financial products and services
• Knowledge of compliance and document handling standards in the financial sector

Compensation & Benefits:

• Competitive salary based on experience
• Training and career development opportunities

Please submit your resume and a brief cover letter outlining your administrative background and interest in the financial industry.