Office Administrator

Korn Ferry has partnered with our client on their search for the role, Office Administrator.

Basic Function: The principal responsibility of this position is to create a welcoming environment for all clients while providing administrative support to our California Branch. This individual will be the first point of contact for clients and internal partners.

• Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner. Direct calls as needed to banker(s) in a controlled and courteous manner. Always maintain a professional appearance and demeanor.
• Create a welcoming environment for all clients and guests; check-in guests/scheduled appointments and offer coffee and water. Ensure proper lobby coverage during breaks and lunches.
• Proactively maintain calendars, contacts and tasks (primarily done through Microsoft Outlook); schedule and coordinate internal and external meetings and events, including tracking attendance, greeting guests, ordering supplies, meals, and setting up and taking down catering in meeting rooms.
• Assist customers and non-clients with deposits, withdrawals, or payments and resolve concerns or answer account questions.
• Perform general administrative and office tasks including, but not limited to, preparing the office each day and ensuring completely stocked with supplies and presentable, preparing correspondence, file organization, data entry, maintaining contact lists and process documents, archiving and preparing pre-meeting materials for review and maintaining meeting minutes.
• Utilize Salesforce to track client interactions and Activities, including verifying logged Activities for bankers.
• Assist with branch vault opening, closing and balancing procedures including daily branch cash balancing and wire recap reporting.
• Assist branch with transaction verifications, wire validations, and other such retail operational tasks that may be assigned by the Managing Director and/or Sr. Banker.
• Greet prospective clients inquiring about accounts and introducing them accordingly to a banker.
• Inform customers about bank products and services.
• Handle currency, transactions, and confidential information in a responsible manner.
• Order checks as requested and debit cards for new clients; debit cards for existing clients when expired, lost, or stolen.
• Comply with employee handbook, all department Security, company policies, procedures, and regulations.
• Other Administrative daily, weekly, monthly tasks and duties that may be assigned from time to time by Managing Director Sr. Banker, and/or Universal Bankers.

• High school diploma or equivalent required, and 1-3 years Teller/customer service & Office Administrator experience preferred.
• Cash handling experience preferred.
• Ability to work independently with little to no supervision.
• High level of accountability, efficiency, and accuracy.
• Intermediate to advanced Microsoft Office and Excel skills. Salesforce experience preferred.