Branch Office Coordinator

StifelBoston, MA
$40,000 - $59,800

About The Position

The Office Coordinator provides administrative, office operations, and work flow support to assigned department or branch.

Requirements

  • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Knowledge of computer hardware and software, including certain applications.
  • Knowledge of business and management principles involved in planning, resource allocation, human resources, leadership technique, production methods, and coordination of people and resources.
  • Ability to manage one's own time while considering the time of others.
  • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Ability to adjust actions in relation to others' actions.
  • Ability to monitor/assess performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 3-5 years' of office administration including some supervisory experience
  • Minimum Required: None
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Responsibilities

  • Provide administrative support to assigned Department Head and/or Branch Manager.
  • Interact with clients by phone, email, or on premises.
  • Review monthly Profit/Loss (P&L) statements, payables, expense reimbursement reports, and miscellaneous purchases and expenditures prior to ordering or processing.
  • Work with corporate accounting for explanation of costs as needed.
  • Provide back-up for office Accounting Coordinator (to open new deal accounts, invoice clients as necessary, process client payments, process accounts payable invoices, etc.)
  • Assemble and provide all required office furniture, supplies, and equipment for new employees.
  • Complete and submit HR, Payroll/Accounting, I.T. and facilities documents, forms, and requests for services for new or terminating employees and to maintain their business and operational needs.
  • Order office supplies and other services.
  • Coordinate daily job duties of department/office to ensure timely completion; work to ensure that non-routine jobs are staffed properly.
  • Maintain attendance and payroll records including weekly timesheets for support staff.
  • Maintain log of travel, vacation, sick, and personal days for all required employees.
  • Assist with travel arrangements and prepare expense reimbursement reports.

Benefits

  • health, dental and vision care
  • 401k
  • wellness initiatives
  • life insurance
  • paid time off
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