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Branch (Office) Administrator
4 months ago
Office Support Associate (Branch Administrator)
The Office Support Associate (Branch Administrator) works 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 (SalesForce).
* 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.
* Aid Branch Management in presentations and report needs.
* Maintain Office Supplies to ensure smooth ongoing branch operations.
* 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
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