Branch Operations Coordinator

6 days ago

North Haven, Connecticut, United States Cetera Financial Group Full time
Job Title: Branch Administrator

The Branch Administrator plays a vital role in ensuring the smooth daily administration and operations support to a financial services branch office. This position acts as an Office Coordinator, supporting the Branch Manager and Assistant Manager in creating a welcoming and supportive environment for existing and new financial professionals, clients, and branch associates.

Key Responsibilities:
  • Collaborate with the Branch Manager to assist in the daily operation of the branch office, aligning with the branch's annual business plan and associated goals.
  • Act as a liaison between Cetera's home office and the local branch office, facilitating effective communication and coordination.
  • Support Branch Management in recruiting efforts, ensuring contacts, follow-up, and meeting activities meet weekly office goal expectations while maintaining accurate notes in the tracking system (Sales Force).
  • Assist in the Intern Program and potential Career Pathing Program by providing resources and support to participants, including access to systems and office supplies.
  • Provide a welcoming and informative experience for new Financial Professionals and Branch Associates during the onboarding process.
  • Partner with the Branch Manager in growth activities, including client events, seminars, marketing campaigns, wholesaler presentations, and other initiatives.
  • Maintain detailed notes in the tracking system (SalesForce) related to coaching discussions with Financial Professionals.
  • Support the adoption of Cetera Assets/Programs, such as RightBridge, Marketing Central, Pentameter, Leading Response, and others, 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.
  • Process mail and package delivery (incoming/outgoing).
Requirements:
  • 2 years of experience in an administrative or customer service role.
  • High School Diploma or GED.
  • Strong time management skills.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office tools (Word, Excel, and PowerPoint) and ability to learn new programs, such as Sales Force.
Preferred Qualifications:
  • Financial services background.
  • College degree.
  • Series 7, 63/65 or 66, and Life, Accident, Health, and Variable Contracts Insurance License Lines.
  • 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 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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