BRANCH ADMINISTRATOR JOB DESCRIPTION

A Branch Administrator handles the financial and administrative backbone of a local office. Every day, invoices move through accounts payable and receivable, payroll cycles close on time, compliance documentation stays current, and vendor relationships stay organized - because one person owns all of it. Unlike an Office Manager who focuses on facilities or an Operations Coordinator who drives project workflows, the Branch Administrator is accountable for the branch's transactional accuracy: the ledger reconciles, Personnel Action Forms process without delay, and internal security controls are followed without exception.

As the Branch Administrator, you maintain accurate financial records, coordinate vendor and HR administrative functions, and serve as the primary operational point of contact for a branch office. You report to or work in close coordination with the Branch Manager, supporting a team that depends on consistent invoicing, payroll processing, and compliance file integrity to operate without interruption.

Career Impact: Hands-on ownership of accounts payable, accounts receivable, and payroll processing within a branch environment builds the financial administration credibility that supports a path toward Office Manager or Operations Manager roles.

Business Impact: Accurate invoicing cycles, on-time payroll, and current compliance documentation directly determine whether a branch avoids costly errors, late fees, and audit findings.

Growth Opportunity: Exposure to general ledger reconciliation, contract preparation, and HR liaison responsibilities expands your competency set in ways that make you competitive for senior administrative or branch operations roles.

• Process accounts payable and accounts receivable transactions accurately and within established billing cycles.
• Coordinate weekly payroll submission and prepare Personnel Action Forms for timely HR processing.
• Complete customer invoicing and follow up on billing corrections, credits, and overdue account balances.
• Monitor and order office supplies, manage vendor relationships, and organize maintenance of office equipment.
• Maintain compliance documentation, audit branch files routinely, and adhere to internal data security controls.
• Support project management functions including timesheet review, permit coordination, and travel arrangements for branch staff.
• Assist Business Development with contract proposals and sales materials as directed by branch leadership.
• Direct incoming calls and visitors to appropriate personnel and provide responsive service to customer and vendor inquiries.

• High school diploma or equivalent, or equivalent work experience in lieu of formal education.
• 3 or more years of administrative and clerical experience, with demonstrated exposure to accounts payable, accounts receivable, or payroll processing.
• Proficiency in Microsoft Office Suite including Word, Excel, and Outlook at an intermediate level or above.
• Strong organizational skills with the ability to manage multiple deadlines simultaneously without loss of accuracy.
• Effective written and verbal communication skills for interaction with customers, vendors, and internal staff.
• Demonstrated ability to handle sensitive financial and personnel data with discretion and in compliance with internal security policies.
• Customer service orientation with a professional demeanor in both in-person and phone-based interactions.

• Some college coursework in accounting, business administration, or a related field, or a certificate in accounting.
• Experience serving as an HR liaison including preparation and processing of personnel documentation.
• Bilingual proficiency in English and Spanish, including ability to translate documents and communicate verbally with diverse stakeholders.
• Familiarity with ERP or CRM platforms used for purchase order entry, project record maintenance, or contract management.

• Invoice accuracy rate, measured by the percentage of customer invoices issued without correction or credit required.
• Payroll on-time processing rate, reflecting consistent submission within each weekly cycle deadline.
• Accounts receivable aging, tracking the proportion of outstanding balances resolved within standard payment terms.
• Compliance file currency, measured by the percentage of branch documentation meeting audit-ready standards at any given review.
• Vendor invoice match rate, reflecting how consistently purchase orders are reconciled to material invoices before payment approval.
• Typical tools: Spreadsheet and office productivity software (commonly Microsoft Excel and Outlook); CRM or ERP platforms (commonly Salesforce or similar systems).

• Base Salary Range: $42,000 to $58,000 annually, depending on experience and location.
• Bonus: Discretionary annual bonus, typically 3 to 6 percent of base salary.
• Equity: Not typically offered at this level.
• Health Benefits: Medical, dental, and vision coverage standard for full-time employees.
• PTO: 10 to 15 days annually, plus standard federal holidays.
• Common Perks: 401(k) with employer match, employee assistance program, and professional development support.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including employment history and criminal record review, are a standard condition of employment for this position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, and local law. Reasonable accommodations will be made for individuals with disabilities throughout the hiring process upon request. Candidates must be authorized to work in the United States.

The Branch Administrator at Meridian Wealth Management of Michigan owns client-facing office operations in Jackson, directing first impressions while overseeing compliance assessments, supply management, and employee training delivery. Working alongside branch leadership, this role ensures administrative efficiency and service quality that directly supports client retention and branch performance.

Key Responsibilities

• Provide exceptional customer service through positive client interaction and exhibit professionalism and confidentiality.
• Offer proactive solutions for office efficiency and enhanced client experience.
• Generate client communications by phone, mail, electronically, or in person.
• Answer questions and provide readily available information to clients as it relates to servicing their accounts.
• Maintain and conduct routine assessments of branch compliance files and requirements.
• Oversee office equipment maintenance and troubleshooting.
• Manage supply ordering and inventory.
• Coordinate delivery of general training for employees covering personal, professional, and team development.

Required Qualifications

• High school diploma or equivalent required, prior experience in Business Administration, Finance, Operations Management, or related field preferred.
• Experience with budget oversight including working knowledge of budgets, forecasting, and metrics.
• Strong customer service skills with first-hand experience interacting directly with customers.
• Excellent oral, written, and interpersonal communication skills.
• Outstanding planning and organizational skills with strong attention to detail and commitment to accuracy.
• Self-motivated with the ability to work independently and under direction.
• Energetic team player with the ability to learn and effectively utilize new technologies.
• Strong work ethic and drive to advance career through hands-on experience and evolving industry knowledge.

Embedded within a solar rebate processing team, the Branch Administrator balances high-volume data entry and application submittals while maintaining accuracy across CRM records and management reporting. Working closely with operations and customer-facing staff, this role enables timely project progression and accurate documentation that supports rebate approval outcomes.

Core Functions

• Accurately complete solar rebate applications and make timely submittals.
• Review data entry work for quality assurance and accuracy.
• Translate data from homeowner and customer documents into electronic forms.
• Email customers with status updates and requests for additional documentation.
• Navigate CRM systems to retrieve customer information and update project records.
• Provide periodic updates and ad hoc reports to management.
• Update shared reports and logs to track progress.

Qualifications and Experience

• High school diploma required.
• Minimum 1 year of office and data entry experience.
• High attention to detail with minimal errors in work product.
• Exceptional written communication, time management, and follow-up skills.
• Intermediate skills in Microsoft Office including Word, Excel, and Outlook.
• Experience with Salesforce or other CRM systems is a plus.
• Ability to quickly learn new software and processes.
• Ability to work in a fast-moving environment while maintaining a positive attitude.

Reporting to branch management, the Branch Administrator delivers accurate processing of accounts receivable, accounts payable, and weekly payroll while serving as the Human Resources Liaison for the branch. Partnering with HR and operations teams, this role ensures administrative functions run on schedule and supports the branch's commitment to employee and customer service standards.

Primary Duties

• Responsible for the processing of accounts receivable, accounts payable, payroll and other duties as assigned for the branch operations.
• Process accounts receivable and accounts payable accurately and on time.
• Ensure timely processing of weekly payroll and other administrative functions.
• Perform data entry for branch operations.
• Answer incoming calls to branch location.
• Act as Human Resources Liaison for the branch.
• Prepare Personnel Action Forms for approval and ensure timely processing.

Skills and Qualifications

• High school diploma required, some college accounting and business courses preferred.
• Minimum 5 years of clerical experience including accounting and bookkeeping.
• Accounting experience strongly preferred.
• Strong customer relations skills with ability to multitask and meet deadlines independently.
• Proficient in Windows, Microsoft Excel, Word, and Office.
• Highly organized and detail-oriented with strong accuracy standards.

Sitting at the intersection of customer service and warehouse operations, the Branch Administrator in Edmonton manages front-desk interactions, office administration, and general warehouse duties including loading, unloading, and inventory control. Operating across administrative and physical logistics functions, this role ensures branch efficiency and customer satisfaction for a distribution environment.

Duties

• Handle phone calls and walk-in customers while providing excellent customer service.
• Prepare quotes and provide assistance to walk-in customers as needed.
• Manage timely pickup and delivery of office mail including special handling and internal mail.
• Perform lifting, filing, typing, and data entry duties.
• Carry out general office administration and assist with special projects as directed.
• Perform general warehouse duties including loading and unloading trucks and maintaining inventory.
• Order products and manage warehouse organization and cleanliness.

Experience and Qualifications

• Minimum 3 years of experience in an administrative role.
• Knowledge in shipping, logistics, construction, or overhead garage doors is an asset.
• Good computer skills with experience in Microsoft Office suite and Internet Explorer.
• Strong attention to detail, organizational skills, and customer service and communication skills.
• Ability to work under pressure, meet deadlines, and prioritize tasks effectively.
• Superior telecommunication and interpersonal skills with resourceful problem-solving ability.
• Ability to maintain confidentiality and learn technical and product knowledge quickly.

A key member of the coordination team at Mammoet's Kitimat, BC region, the Branch Administrator delivers accurate SAP reconciliation, timesheet entry, inter-company invoicing, and purchase order processing to support site operations. Collaborating across operations and payroll, this role enables financial accuracy and administrative continuity critical to the organization's project success.

Functions

• Mammoet is looking for task oriented and enthusiastic individual to join our team in Kitimat, BC region.
• Analyse and reconcile SAP entries to ensure accuracy.
• Create reports as necessary for branch operations.
• Act as a liaison between operations and payroll.
• Review and enter daily timesheets.
• Create inter-company invoices and process purchase orders.
• Create and maintain the branch filing system.

Background and Experience

• High school diploma required.
• Minimum 2 years of office experience, with previous site or industry experience as an asset.
• SAP experience is an asset.
• Strong skills in Microsoft Excel and other computer software applications.
• Effective time management skills with ability to multitask and work independently.
• Excellent communication skills and client service focus.
• Professional problem solver able to work under pressure.

Smooth branch invoicing, contract renewals, and data security depend on the Branch Administrator, who executes administrative functions across customer billing, office supply management, Business Development support, and maintenance account setup. Based within a regional office environment, this role directly supports operational continuity and client satisfaction across multiple business systems.

Accountabilities

• Accurately and timely execute administrative functions in support of branch operations in conjunction with regional office needs.
• Complete customer invoicing and handle any corrections or adjustments needed.
• Assist in organizing company functions and meetings including facility allocation and catering.
• Provide general clerical duties including typing, faxing, scanning, answering phones, and filing.
• Monitor inventory of office supplies and complete online ordering.
• Maintain and protect sensitive company data by adhering to internal security controls.
• Assist Business Development with contract proposals, RFPs, and sales and marketing materials.
• Manage setup and removal of maintenance accounts in computer-based systems and generate contract renewals and revisions.

Position Requirements

• High school diploma or equivalent required.
• 2 to 4 years of related work experience.
• Basic to intermediate understanding of Microsoft Office Suite, CRM, and ERP systems.
• Strong internal and external customer service skills with a positive professional demeanor.
• Proven attention to detail, organizational skills, and ability to work within time constraints.
• Ability to prioritize workload, handle multiple tasks simultaneously, and adjust to changing priorities.
• Bilingual English and Spanish preferred including ability to read, interpret, translate documents, and make verbal presentations.

As the Branch Administrator, this role manages day-to-day branch activities including financial oversight, contract preparation, project setup in BST, and document production in support of an engineering consulting office. The branch operations team relies on this work to maintain accurate project records, support new business development, and ensure timely submittal of outgoing client documents.

Role Responsibilities

• Manage branch day-to-day activities and coordinate office support staff to ensure smooth and efficient branch operations.
• Oversee office financials including accounts payable, accounts receivable, and general ledger.
• Review and prepare contracts and affidavits.
• Assist with preparation and review of invoices including subconsultant invoices.
• Set up and maintain projects in BST financial accounting program and client web-based platforms.
• Upload electronic documents and manage electronic filing, PDF creation, scanning, and CD creation.
• Assist with review and final production and submittal of outgoing documents.
• Support proposal development and new business development activities.

Education and Experience

• High school diploma or higher required.
• Minimum 1 to 3 years of office administrative experience, prior experience with engineering consulting firms is a plus.
• Knowledge of financial responsibility, project invoices, and billing systems is a plus.
• Proficient in Microsoft Office Word, Excel, PowerPoint, and Outlook.
• Working understanding of PDF creation and manipulation.
• Excellent time management skills with ability to multitask and prioritize work.
• Strong organizational, planning, and technical writing skills.

Branch Administrator delivers full-cycle customer account administration including invoicing, credit applications, cash processing, and inventory reconciliation within an industrial distribution branch. The work directly supports branch profitability and customer satisfaction by maintaining accurate financial records and resolving supplier and customer account discrepancies.

What You'll Do

• Provide friendly and efficient customer service and answer incoming calls and greet visitors.
• Enter new customer information and follow up on credit applications.
• File customer orders and other branch records accurately.
• Process cash sales and credit card transactions and maintain detailed transaction logs.
• Manage petty cash and reconcile local bank statements for Branch Manager approval.
• Research and analyze customer and supplier accounts to resolve problems.
• Review, validate, and code non-inventory invoices and perform order billing functions.
• Work with Corporate Supply Chain team to reconcile inventory discrepancies and material disputes.

Professional Experience

• High school diploma or equivalent required, degree or certificate in accounting preferred.
• Minimum 3 years of administrative and accounting experience.
• Experience in plastics, industrial, or distribution industries preferred.
• Strong math skills with proficiency in Microsoft Outlook, Word, and Excel.
• Outstanding customer focus with a positive attitude and team player mindset.

The Branch Administrator produces accurate accounts receivable management, vendor invoice collection, and National Safety Code compliance oversight while serving as the central hub for visitor and call direction across a field service branch. Working closely with the Service Manager and service technicians, this role enables smooth operations, brand-consistent documentation, and timely customer account resolution.

Day-to-Day Responsibilities

• Direct all visitors and incoming calls to appropriate personnel as the main office hub.
• Manage job expenses and collect invoices from vendors.
• Proofread quotes and materials to ensure all brand standards are met.
• Manage general project and office expense filing needs.
• Train service technicians on electronic reporting methods and provide ongoing support.
• Handle accounts receivable, monthly statements, and follow up with customers on overdue accounts.
• Manage welding ticket renewals and booking of weld tests.
• Oversee the National Safety Code program for driver logs and company vehicles.

Knowledge Skills and Abilities

• Experienced in accounts receivable, invoicing, and accounting software.
• Advanced proficiency in Microsoft Word, Excel, and Outlook.
• Superior organizational skills with ability to multitask in a fast-paced environment.
• Team player able to work independently with minimal supervision and strong attention to detail.
• Reliable and punctual with an exceptional work ethic and professional demeanor.

Reporting to the Local office Customer Management Team Leader, the Branch Administrator refines branch documentation compliance, coordinates work schedules across colleagues, and manages meeting room bookings for Edinburgh while providing Manchester office cover as required. Partnering with operations and customer-facing stakeholders, this role ensures accurate data reporting and smooth branch activity that prevents escalations and supports budget adherence.

Key Deliverables

• Ensure compliance with all management information reports and branch documentation through relevant business tools to provide accurate and up-to-date data.
• Prioritize and coordinate own and others' work schedules to meet business and customer needs and adhere to deadlines.
• Ascertain colleague and customer requirements to ensure smooth operational activity and direct queries to relevant stakeholders.
• Communicate on complex issues to meet branch, business, and customer requirements and avoid escalations.
• Manage all Edinburgh meeting room bookings and provide cover for the Manchester office as required.
• Assess cost implications of solutions to ensure adherence to budget constraints.
• Act in accordance with Information Security Policies and report any potential security events or risks.

Technical Qualifications

• Proven experience in high standards of customer service and strong administrative background.
• Experience with SAP, MS Word, PowerPoint, Excel, Outlook, and CRM applications such as Salesforce.
• Good administrative experience with attention to detail and accuracy in data and reporting.
• Excellent interpersonal, literacy, and numeracy skills with ability to build relationships at all levels.
• Strong ability to plan and organise own workload independently.

Embedded within a departmental support function, the Branch Administrator develops accurate data entry, report generation, and correspondence preparation while directing inquiries from external and internal sources. Working closely with team leaders and department stakeholders, this role advances organized information flow and multi-mode communication that keeps departmental activities on track.

Areas of Ownership

• Gather, compile, and verify information and enter it accurately into reports, presentations, forms, databases, and spreadsheets.
• Complete data collection, data entry.
• Report generation on departmental activities.
• Prepare correspondence, receive visitors, arrange conference calls, and schedule meetings.
• Respond to or redirect routine to complex inquiries from external or internal sources promptly and accurately.

Minimum Qualifications

• High school diploma or certificate of completion of secondary education or equivalent experience.
• Significant relevant work experience.
• Specialized skills obtained through education, training, or on-the-job experience.
• Proficient in Microsoft Office.
• Effective communication skills with ability to develop and deliver multi-mode communications for different audiences.

As the Branch Administrator, this role coordinates accounts receivable, accounts payable, credit card processing, and project management support including timesheet review and vendor coordination across a construction-related branch. The branch team relies on this work to maintain compliant office operations, vendor relationships, and HR onboarding functions that underpin day-to-day business continuity.

Scope of Work

• Provide administrative support for the branch including accounts receivable and accounts payable functions.
• Process bi-weekly credit card transactions.
• Process new hires in conjunction with the Human Resources division.
• Assist with project management including timesheet review, invoicing, vendor coordination, permits, and travel arrangements.
• Answer phone calls and emails from vendors and customers and direct them to relevant staff.
• Monitor office supplies and order new stationery, furniture, appliances, and electronics as required.
• Organize vendors to keep the office clean and safe and ensure appliances are in good working order.

Requirements

• Valid driver's license required.
• Experience with Microsoft Office required.
• Excellent written and oral communication skills.
• Organized, able to multitask, team-oriented, and self-motivated with strong attention to detail.
• Ability to plan, organize, and execute daily requirements independently.
• Must pass drug test, fit for duty test, and background check.

Branch Administrator guides daily data entry, purchase order processing, compliance audits, and invoice management in support of a heavy haulage and general freight branch on the East Coast. Success in the position means the operations team receives accurate administrative support, archived documentation meets compliance requirements, and customer and supplier account queries are resolved without delay.

Job Functions

• Perform data entry and reception duties for branch operations.
• Implement and maintain a process for archiving required documentation.
• Enter job details, pricing, and costing into the online portal and adhere to time frames.
• Raise and receipt purchase orders and process customer and supplier invoices to accounts payable.
• Deal effectively with all customer and account queries.
• Complete various audits to ensure compliance is maintained.
• Provide daily administration assistance to the operations team.

Skills and Qualifications

• Experience in the transport industry or in a similar role preferred.
• High level of computer skills including Microsoft Office and device software.
• Excellent organisational skills.
• Proven ability to work under pressure and meet reporting deadlines.
• Proven customer service skills with well-developed verbal and written communication skills.