Branch Administrator

Cetera Financial Group · Iselin, NJ · 3 days ago

On-siteAdministrative$24–$32/hrFull-time

About the role

You will ensure smooth daily administration and operations support for a financial services branch office. This role supports 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.

Responsibilities

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.
Support 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 the 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, including but not limited to coordinating client events, seminars, marketing campaigns, and wholesaler presentations.
Maintain detailed notes in the tracking system (SalesForce) related to coaching discussions held with Financial Professionals.
Assist with the 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.
Process mail and package delivery (incoming/outgoing).

Requirements

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 SalesForce.

Qualifications (Nice to Have)

Financial services background.
College degree.
Series 7, 63/65 or 66, and Life, Accident, Health, and Variable Contracts Insurance License Lines (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 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.

Pay

The salary range for this role is $24.00 to $32.00 per hour. Compensation packages are based on factors unique to each candidate, including skill set, years and depth of experience, certifications, and specific office location.

Benefits

Inclusive health, dental, vision, and life insurance plans.
Easy access to mental health benefits.
20+ days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO).
401(k) Savings plan with a generous company contribution (up to 5%) and access to a financial professional.
Paid parental leave.
Health Savings and Flexible Spending Account options.
Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more.

About Us

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.