Branch Administrator

About the role

The 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.

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 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.
• Aid Branch Management in presentations and report needs.
• Maintain detailed notes in tracking system (SalesForce) related to coaching discussions held with Financial Professionals.
• Aid Branch Management in growth activities, which include but are not limited to coordinating client events, seminars, marketing campaigns, wholesaler presentations, etc.
• Maintain Office Supplies to ensure smooth ongoing branch operations.
• Aid Branch Management in presentations and report needs.
• Mail and package delivery processing (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)
• Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
• Professional and positive attitude, friendly demeanor both in-person and by telephone

Qualifications

• Financial services background is preferred
• Associate’s degree or 4 year degree preferred
• 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
• Trustworthy; uses discretion with confidential information
• Listens well to instruction and consistently retains details; takes direction well

Skills

• Microsoft Office tools proficiency
• Time management and organizational skills
• Communication and interpersonal skills
• Attention to detail
• Ability to work independently and manage priorities

Benefits

The base salary range for this role in San Diego, CA is $27.40 - $33.00 plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

Pay

The base salary range for this role in San Diego, CA is $27.40 - $33.00 plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

Schedule

Not specified

Company Information

About Us: At Cetera Financial Group, we believe in supporting people's dreams coming to life. We offer a competitive salary and benefits package, including:

• 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 paid wellness days
• 401(k) Savings plan with a generous company contribution (up to 5%)
• Access to a financial professional to plan ahead for a strong financial future
• Paid parental leave
• Health Savings and Flexible Spending Account options
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more

About Cetera Financial Group: 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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.