Branch Administrator

Branch Administrator

The Branch Administrator acts as an Office Coordinator to ensure smooth daily administration and operations support to a financial services branch office. This person will support the Branch Manager (BM) and Assistant Manager (AM) by creating a welcoming and supportive environment for existing and new financial professionals, clients, and branch associates.

What you will do:

Work alongside the Branch Manager to assist in the daily operation of the branch office in accordance with the branch's annual business plan and associated goals.

Act as a liaison between Cetera's home office and the local branch office.

Responsible for supporting Branch Management with recruiting efforts to ensure contacts, follow-up and meeting activities exceed weekly office goal expectations while ensuring all notes are entered in tracking system (Sales Force).

Support Branch Management with the Intern Program and potential Career Pathing Program by acting as a resource for participants for access to systems, office supplies, etc. Assist as a resource during the onboarding of new Financial Professionals and new Branch Associates to create a welcoming and informative experience. Partner with the Branch Manager in growth activities, which include but are not limited to coordinating client events, seminars, marketing campaigns, wholesaler presentations, etc.

Maintain detailed notes in tracking system (Sales Force) related to coaching discussions held with Financial Professionals.

Assist with adoption of Cetera Assets/Programs (Right Bridge, Marketing Central, Pentameter, Leading Response, etc.) with New and Existing Financial Professionals and Sales Assistants.

Create a welcoming environment for clients visiting with their Financial Professional in the Branch.

Maintain Office Supplies to ensure smooth ongoing branch operations.

Aid Branch Management in presentations and report needs.

Mail and package delivery processing (incoming/outgoing).

What you will have:

2 years in an administrative or customer service role

High School Diploma or GED

Strong time management skills

Excellent written and verbal communication skills

Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs, such as Sales Force

Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment

Professional and positive attitude, friendly demeanor both in-person and by telephone

What is nice to have:

Financial services background is preferred

Associate's degree or 4 year degree preferred

Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors and Managers

Self-starter, productive, works well with a team and independently

Trustworthy; uses discretion with confidential information

Listens well to instruction and consistently retains details; takes direction well

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed…