Branch Administrator

Avanti Strategic Group is conducting a search on behalf of our client for an exceptional Branch Administrator in Sarasota, Florida. This individual will play a critical role in the daily success of the branch by ensuring financial accuracy, administrative excellence, and operational accountability.

The ideal candidate is highly organized, technology-savvy, detail-oriented, and confident enough to hold managers accountable for maintaining accurate systems, meeting deadlines, and following established processes. If you enjoy bringing order to fast-paced environments and are comfortable balancing accounting responsibilities with operational support, we'd love to hear from you.

The Branch Administrator serves as the administrative and financial backbone of the office, supporting branch leadership through accounting oversight, CRM compliance, accounts receivable collections, reporting, and day-to-day office administration.

This role requires someone who is proactive, assertive, and comfortable following up with customers regarding outstanding invoices while also ensuring internal managers keep data current and accurate.

Key Responsibilities

Branch Accounting Data Entry

• Process and reconcile Accounts Payable (AP) invoices accurately and timely.
  


• Manage Accounts Receivable (AR), customer billing, and payment tracking.
  


• Generate and review aging reports and proactively follow up on overdue balances.
  


• Conduct professional collections calls and email communications to secure timely payment.
  


• Coordinate with branch leadership to resolve billing discrepancies.
  


• Assist with month-end reporting, financial reconciliations, and administrative close activities.
  


• Maintain organized financial records and supporting documentation.
  

CRM & Operational Compliance

• Monitor Aspire CRM data integrity and ensure opportunities, customer records, and activities remain current.
  


• Hold Account Managers & Production Managers accountable for timely updates to CRM systems and required documentation.
  


• Run reports to identify missing or outdated information and follow up until corrected.
  


• Support process improvements that increase operational efficiency and reporting accuracy.
  

Administrative Support

• Serve as the primary administrative resource for the branch office.
  


• Prepare proposals, contracts, reports, presentations, and correspondence.
  


• Manage office supplies, records, filing systems, and general administrative functions.
  


• Answer incoming calls and assist customers, vendors, and visitors professionally.
  


• Coordinate purchasing requests and vendor documentation.
  

Payroll & Human Resources Support

• Assist with payroll processing and timesheet verification.
  


• Support onboarding documentation and employee files.
  


• Maintain organized personnel records and administrative compliance documents.
  


• Coordinate with leadership regarding employment paperwork and related administrative tasks.
  

Customer Service

• Build positive relationships with customers.
  


• Partner with operations to ensure customer concerns are resolved quickly and accurately.
  

Requirements

Benefits