Updated: July 18, 2024 - The Branch Administrator manages the analysis of death claims to determine the appropriate benefits for beneficiaries under both registered and non-registered plans, ensuring compliance with legislative requirements. This positio's responsibilities include communicating with executors and agents, preparing final settlements, processing benefits or continuations, and handling the taxation of contracts. Additionally, the role involves managing correspondence, scheduling customer services, and implementing customer service action plans with advanced troubleshooting and follow-up efforts.
Tips for Branch Administrator Skills and Responsibilities on a Resume
1. Branch Administrator Resume Format
Job Summary:
- Interacts with customers and suppliers to resolve pending request or discrepancies on charges, refunds, payments and returns
- Assists the sales team in invoicing, customer returns and refunds.
- Prepares, analyzes and reviews branch reports
- Performs and answers supplier payment inquiries in coordination with the accounts payable team
- Organizes, schedules and greets customers' and suppliers' visit/meetings
- Requests building and equipment maintenance services and orders office supplies
- Performs small announcements to customers and staff
- Ensures consistent compliance with the organization’s standard operating procedures, policies and quality system requirements
- Handling of all incoming calls and emails, respond and return emails in a timely manner
- Process and receive deposit cheques
- Assist branch managers with onboarding of new agents
- Communicate with agents, deal process department and accounting department(s)
- Coordinate and administer communication with agents regarding trad file compliance for deal processing
Skills on Resume:
- Customer Service Skills (Soft Skills)
- Administrative Skills (Hard Skills)
- Financial Acumen (Hard Skills)
- Communication Skills (Soft Skills)
- Time Management (Hard Skills)
- Attention to Detail (Soft Skills)
- Multitasking (Soft Skills)
- Team Collaboration (Soft Skills)
2. Branch Administrator Resume Model
Job Summary:
- Analyzing death claims to determine benefit options to beneficiaries, taking into consideration all legislative rules applicable to registered and non-registered plans
- Communicating options to executors and agents.
- Preparing final settlements and taxation of contracts when all claim paperwork is received.
- Analyzing the death benefit options available and communicating these options to the executor or the beneficiary.
- Processing of the death benefit or the continuation of the contract.
- Analyzing segregated fund claims to determine if additional units must be credited to the death benefit.
- Producing cheques for beneficiaries and closing accounts in the system.
- Analyzing the taxation of the annuity and issuing tax slips.
- Managing all correspondence on a particular file with executors and agents.
- Schedule service for customers.
- Institute's action plan for customer service.
- Advanced troubleshooting and follow-up.
Skills on Resume:
- Analytical Skills (Hard Skills)
- Communication Skills (Soft Skills)
- Taxation Knowledge (Hard Skills)
- Attention to Detail (Soft Skills)
- Customer Service Orientation (Soft Skills)
- Problem-Solving Skills (Hard Skills)
- Organizational Skills (Soft Skills)
- Action Planning (Soft Skills)
3. Branch Administrator Resume PDF Editor
Job Summary:
- Opens accounts and keeps up-to-date the customer’s profiles for each account
- Communicates to customers account status, invoices and statements and delivery
- Provides technical and/or product information when requested
- Communicate to customers all ESCO policies and practices, such as the Shipping Calendar, the Parts Returns and other matters that impact on them.
- Codes invoices and remits to the Corporate office for payment
- Mails invoices to customers and shipping and receiving,
- Sends credit applications to customers and works with Accounts Receivable to assist in establishing credit terms and conditions
- Enters, processes and follows up sales orders
- Reconciles credit card sales and balances credit card processing machine
- Supports other administrative functions as part of a team environment
- Planning/ordering, backup of critical functions typically performed by others, and answering phones.
Skills on Resume:
- Account Management (Hard Skills)
- Customer Communication (Soft Skills)
- Product Knowledge (Hard Skills)
- Policy Awareness (Soft Skills)
- Payment Processing (Hard Skills)
- Credit Management (Hard Skills)
- Sales Order Processing (Hard Skills)
- Financial Reconciliation (Hard Skills)
4. Branch Administrator Resume Template
Job Summary:
- Processes internal requisitions, purchase orders and inventory transfers
- Updates inventory count-sheets
- Prepares orders for shipment with appropriate documentation
- Sets up new customer information in Oracle
- Sets up new vendor information in Oracle
- Sets up new product information in Oracle
- Administration of ESCO Supply and Service office
- Customer orders are entered and filled accurately and on time to the promised date
- Invoices are remitted to the Corporate office
- Accounts receivables are accukrately processed and reported
- Reconciliation of inventory between locations is accurately performed on a monthly basis
Skills on Resume:
- Inventory Management (Hard Skills)
- Shipping and Documentation (Hard Skills)
- Database Management (Hard Skills)
- Administration (Soft Skills)
- Order Processing (Hard Skills)
- Invoicing (Hard Skills)
- Accounts Receivable Management (Hard Skills)
- Inventory Reconciliation (Hard Skills)
5. Branch Administrator Resume Sample
Job Summary:
- Assists with recruiting temporary employees from staffing agencies for operational requirements.
- Performs a variety of administrative and clerical office support activities for multiple staff ensuring timely adherence and deadlines.
- Enter new employees in Dayforce, create schedules and adjust payroll hours for warehouse staff.
- Monitors and manages office equipment, supplies, tea, cutlery, refills coffee machine, etc. to ensure the office is properly equipped.
- Plans events such as Christmas party, seasonal outings, birthdays etc.
- Reconciles the irregularities in hours of the employees.
- Manages petty cash in coordination with Finance for approved expenses.
- Updates noticeboards with announcements, internal job postings and other informative content as and when needed.
- Follows with warehouse managers regarding employees' complains and needs.
- Coordinates with the Finance department and approves invoices from staffing agencies.
- Ensures completion of new-hire paperwork, prepares new employee files and provides the relevant documentation to payroll for further processing.
- Reviews upcoming deadlines and work requirements and manages the flow of work.
- Formats and edits correspondence, presentations, proposals, reports and spreadsheets
- Assists in the preparation of regularly scheduled reports.
Skills on Resume:
- Recruitment Coordination (Hard Skills)
- Administrative Support (Hard Skills)
- HR Administration (Hard Skills)
- Facilities Management (Hard Skills)
- Event Planning (Hard Skills)
- Conflict Resolution (Soft Skills)
- Financial Management (Hard Skills)
- Communication and Coordination (Soft Skills)
6. Branch Administrator Resume PDF Maker
Job Summary:
- Process all payments for the 500+ weekly leases for the Vacation Rentals department
- Provide customer service to 250+ owners of weekly rental properties
- Maintain and update data in the Barefoot rental system
- Interact with owners and tenants and answer inquiries about payments
- Assist with creating check-in packages and pulling keys for weekly check-ins
- Work closely with the onsite Vacation Rentals Manager
- Provide administrative and marketing support to real estate agents in the office
- Tracking/logging branch service tickets, sales leads, and appointments.
- Utilize PC keyboarding efficiently and accurately with proficient data entry skills.
- Process hourly bi-weekly payroll and complete payroll reports
- Process electronic and physical accounts payable invoices
Skills on Resume:
- Payment Processing (Hard Skills)
- Customer Service (Soft Skills)
- Data Management (Hard Skills)
- Communication Skills (Soft Skills)
- Logistics Management (Hard Skills)
- Team Collaboration (Soft Skills)
- Administrative Support (Soft Skills)
- Organizational Skills (Soft Skills)
7. Branch Administrator Resume Download
Job Summary:
- Answers/respond to incoming telephone calls in a timely manner.
- Directs phone calls in a friendly and professional manner to recipients.
- Makes independent decisions and judgments on areas of responsibility with limited supervision. etc.
- Creates order entries for tile purchase orders and customer sales orders through internal software system.
- Tracks and follows up on orders placed.
- Completes invoicing for the branch on a daily basis.
- Communicate with the internal dispatch team and customers via phone and email.
- Takes on special projects and drives them to completion.
- Communicate clearly and concisely, both verbally and in writing.
- Follow up with and process payments from customers
- Update finance and payroll spreadsheets
- Liaise with purchasing over any discrepancies between receiving and accounts payable
- Ensure all safety documentation is received for all contractors/visitors upon arrival
Skills on Resume:
- Effective Communication Skills (Soft Skills)
- Telephone Etiquette (Hard Skills)
- Independent Decision Making (Soft Skills)
- Order Entry and Tracking (Hard Skills)
- Invoicing Skills (Hard Skills)
- Project Management (Soft Skills)
- Customer Service (Soft Skills)
- Administrative Proficiency (Hard Skills)
8. Branch Administrator Resume Online Editor
Job Summary:
- Creating spreadsheets, entering data into Asset, accounting program
- Creating documents and contracts.
- Keeping a strong, professional, proactive approach with clientele.
- Assuring we are consistent, effective, and trustworthy at all times.
- Manage communication devices including phones, cell phones, computers, etc.
- Work with IT vendors to solve server/computer issues in a timely manner.
- Track purchase orders and comply with compulsory vendor/contractor certificates
- Maintain company office records and filing system.
- Coordinate maintenance of office equipment and purchase of supplies for facilities and equipment
- Answering a multi-line phone system during business hours.
- Provide support services to all departments to ensure efficiency and effectiveness within the office
- Order and maintain office supplies
- Maintain the general filing system and file all correspondence
Skills on Resume:
- Proficiency in Spreadsheet Software (Hard Skills)
- Data Entry Skills (Hard Skills)
- Document Creation and Management (Hard Skills)
- Client Relationship Management (Soft Skills)
- Consistency and Trustworthiness (Soft Skills)
- Communication Device Management (Hard Skills)
- IT Troubleshooting Coordination (Hard Skills)
- Organizational and Administrative Skills (Soft Skills)
9. Branch Administrator Resume PDF Download
Job Summary:
- Accurately collect, verify and forward documents to deals department
- Report sales to Real Estate Board and update instructions.
- Follow up with required documents, other brokerages for commission cheques and details omitted from lawyer information
- Liaison between agents, staff, and management team within the brokerage
- Assist the Operations and Business Development Manager with the implementation of company and branch initiatives,
- Revising procedures and protocols as deemed appropriate
- Compile month-end reports for the accounting department
- Maintain accounts payable through invoicing of bills and receipts
- Assist Manager with weekly meetings, implementation of company-related programs
- Ensure the office is maintained, and organized and inventory supplies are stocked accordingly
Skills on Resume:
- Attention to Detail (Soft Skills)
- Organization (Soft Skills)
- Communication Skills (Soft Skills)
- Time Management (Soft Skills)
- Adaptability (Soft Skills)
- Analytical Skills (Hard Skills)
- Teamwork (Soft Skills)
- Problem-Solving (Soft Skills)
10. Branch Administrator Resume Guide
Job Summary:
- Coordinate and manage contractor repairs and IT maintenance
- Create the office duty roster and coordinate and execute office events
- Assist with the hiring and training of front desk team members
- Establish and maintain part-time staff scheduling and verify timesheets and track vacation and sick days
- Provide and transfer knowledge to front desk team, relieve reception
- Discuss any issues, procedures, and corrective actions, and strive to resolve concerns
- Provide onboarding support to new agents and other team members
- Train agents on services and programs, seeking methods to improve and update training sessions and worksheets
- Provide support to the sales team by producing Lone Wolf reports upon request, agent stats, yearly numbers, tax worksheets, etc.
- Assist with the execution of agent-related products for lead generation, new projects and initiatives, etc.
Skills on Resume:
- Project Management (Hard Skills)
- Event Planning (Hard Skills)
- Team Leadership (Soft Skills)
- Time Management (Hard Skills)
- Communication Skills (Soft Skills)
- Training and Development (Soft Skills)
- Analytical Skills (Hard Skills)
- Sales Support (Hard Skills)