Branch Administrator

2 months 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

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