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

What we give you in return:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), Life Lock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (Life Lock), pet insurance, and other voluntary benefits to provide extra peace of mind

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 and a leading provider of retail services to the investment programs of banks and credit unions.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made…