Branch Administrator

3 weeks ago


North Haven, United States Cetera Financial Group Full time

The Office Support Associate (aka 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 (SalesForce) related to coaching discussions held with Financial Professionals.
  • Assist with adoption of Cetera Assets/Programs (RightBridge, 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

What is nice to have:

  • Financial services background is preferred
  • College degree preferred
  • Series 7, 63/65 or 66, and Life, Accident, Health and Variable Contracts Insurance License Lines is preferred, but not required
  • Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
  • 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
  • Professional and positive attitude, friendly demeanor both in-person and by telephone
  • Trustworthy; uses discretion with confidential information
  • Listens well to instruction and consistently retains details; takes direction well

#LI-Onsite


  • Branch Administrator

    2 weeks ago


    North Haven, United States Cetera Financial Group Full time

    The Office Support Associate (aka 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,...


  • North Beach, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • North Beach, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • North Beach, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Winter Haven, United States 360 Talent Avenue Full time

    Job DescriptionJob Description Home Health Branch Director360 Talent Avenue is partnering with a leading provider of home health medical care services dedicated to improving the quality of life for their patients and families. We are seeking a dynamic and experienced Home Health Branch Director to lead their Winter Haven branch. The Branch Director will be...


  • North Charleston, United States HireQuest Direct Full time

    Job DescriptionJob DescriptionJob Title: Administrative Assistant - North CharlestonCompany:Join our dynamic team at a leading staffing services company based in North Charleston. We specialize in connecting talented individuals with exciting employment opportunities across various industries.Location:North Charleston, SCPay:$16-$17 per hour, commensurate...

  • Branch Manager

    3 months ago


    North Palm Beach, United States Trustco Bank Full time

    Job DescriptionJob DescriptionEEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Job Title: Branch Manager Reports to: Branch...


  • North Franklin, United States NELTS of CT LLC Full time

    Job OverviewEXPERIENCE IN OUTDOOR SERVICES IS PREFERABLE, VALID DRIVER'S LICENSE REQUIREDNELTS of CT, LLC is a prominent entity in the fields of Landscaping, Street Cleaning, and Snow Management, proudly operated as a Family-Owned business in North Franklin, CT.The Office Administration Specialist plays a crucial role in facilitating branch functions by...


  • North Branch, United States Ecumen - North Branch Full time

    The Licensed Practical Nurse (LPN) is responsible for providing nursing care to residents, including medications and treatment administration, documentation, and other therapeutic interventions under the direction of the Director of Nursing/Clinical Director. Provides direction to nursing assistants, resident assistants, trained medication assistants, and...


  • North Branch, United States Ecumen - North Branch Full time

    The Licensed Practical Nurse (LPN) is responsible for providing nursing care to residents, including medications and treatment administration, documentation, and other therapeutic interventions under the direction of the Director of Nursing/Clinical Director. Provides direction to nursing assistants, resident assistants, trained medication assistants, and...

  • Medical Assistant

    3 months ago


    North Branch, United States Fairview Health Services Full time

    Overview M Health Fairview has an immediate opening for a Medical Assistant to join our team at the North Branch Clinic! Join M Health Fairview, the largest healthcare system in the state! The M Health Fairview North Branch Clinic is a growing and collaborative clinic. Our clinic hours are 7AM to 6PM Monday - Thursday and 7AM - 5PM on Fridays, so no...

  • Office Administrator

    2 weeks ago


    North Highlands, United States Performance Contracting Group, Inc. Full time

    Company Overview Performance Contracting Group is a national employee-owned specialty contractor that offers quality services and products to the commercial, industrial and non-residential construction markets. We are committed to recruiting, developing and advancing employees from a diversity of backgrounds and experiences, as well as supporting a culture...


  • North Olmsted, United States Area Temps, Inc. Full time $18

    Job DescriptionJob DescriptionWe are seeking an Administrative Assistant to cover for medical leave. You will work Monday through Friday from 8 a.m. to 5 p.m. Responsibilities:Answer phone calls and questions, greet visitors and direct them to correct department, and assist them in using office facilitiesMaintain an organized reception and front office...


  • North Haven, United States State of Connecticut Full time

    Introduction Are you a current Department of Transportation (DOT) employee looking to advance your career within the agency? Do you want to continue to help make commuting and traveling throughout CT safe? If so, read below and apply today! The Department of Transportation is now accepting applications from eligible DOT employees for the position of...

  • Accounting Specialist

    2 weeks ago


    New Haven, Connecticut, United States Central Connecticut Coast YMCA Full time

    The Accounting Specialist role at Central Connecticut Coast YMCA presents a valuable opportunity for a meticulous professional to deliver extensive assistance in the organization's financial operations, particularly in relation to government grant reporting.Key Responsibilities:Execute various administrative and clerical duties to facilitate accounts...


  • New Haven, Connecticut, United States Central Connecticut Coast YMCA Full time

    The Accounting Specialist role at Central Connecticut Coast YMCA presents a unique opportunity for a meticulous professional to deliver extensive assistance in the organization's financial operations, particularly in the area of governmental grant oversight.Key Responsibilities:Execute a variety of administrative and clerical duties to facilitate accounts...


  • New Haven, Connecticut, United States Central Connecticut Coast YMCA Full time

    The Accounting Specialist role at Central Connecticut Coast YMCA presents a unique opportunity for a meticulous professional to deliver extensive assistance in the organization's financial operations, particularly focusing on government grant accountability.Key Responsibilities:Execute a variety of clerical and administrative duties to facilitate accounts...


  • Fort Riley North, Kansas, United States United States Army Installation Management Command Full time

    Serves as the subject matter expert and primary advisor to the Staff Judge Advocate on all matters related to claims against the Army filed under the Federal Tort Claims Act (FTCA) and the Military Claims Act (MCA). Serves as the principal Claims Attorney for Fort Riley, Kansas, and its associated claims region, as designated by the U.S. Army Claims Service...

  • Corporate Accountant

    3 months ago


    North Canton, United States Employ-Temps Staffing Service Full time

    Payroll Accountant - Flexible SchedulePosition Overview: Employ-Temps Staffing Services is seeking a highly skilled part-time, on-site Corporate Accountant to join our team. This role can be based out of our Medina, OH branch or our North Canton, OH branch. The ideal candidate will be proficient in payroll tax compliance, have a solid understanding of Human...


  • Lock Haven, Pennsylvania, United States CHG Healthcare Full time

    **About Lock Haven**Lock Haven is a charming town nestled in the heart of north-central Pennsylvania. As the county seat of Clinton County, it boasts a rich history and natural beauty. The town's unique name stems from its strategic location at the confluence of the Bald Eagle Creek and the West Branch of the Susquehanna River, which played a significant...