Branch Office Assistant

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Job Summary

We are seeking a reliable, detail-oriented Branch Office Assistant to support the daily operations of a professional financial services office. This role is often the first point of contact for clients—both in person and over the phone—and plays a key role in ensuring the office runs smoothly, efficiently, and with a high level of professionalism.

Responsibilities

• Greet visitors and clients warmly, providing excellent customer service at the front desk
• Manage multi-line phone systems, directing calls efficiently and professionally
• Handle data entry, filing, and document proofreading to maintain accurate records
• Support calendar management and scheduling for staff appointments and meetings
• Assist with office supply inventory, ordering supplies as needed to ensure operational continuity
• Maintain a clean, organized reception area and ensure all office equipment functions properly

Requirements

• Proven experience in office administration or clerical roles with strong organizational skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace tools
• Excellent phone etiquette and customer service skills
• Familiarity with multi-line phone systems, data entry, filing, and proofreading tasks
• Previous experience in financial office or banking roles or as a personal assistant is advantageous
• Demonstrated ability to manage time effectively while handling multiple responsibilities simultaneously

Join us as a Branch Office Assistant where your energy, organizational talent, and dedication will contribute directly to our success. We value proactive individuals who thrive in fast-paced environments and are eager to support our team’s growth. This is more than just an administrative role — it’s an opportunity to develop your career while making a positive impact every day!

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

201 S River St

Seguin TX 78155

(830) 372-3160

Pay: $20.00 per hour

Benefits:

• 401(k) matching
• Flexible schedule
• Retirement plan

Work Location: In person