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) by creating a welcoming and supportive environment for existing and new financial professionals, clients, and branch associates.

Responsibilities

• Support the 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).
• Aid in the onboarding of new Financial Professionals and new Branch Associates to create a welcoming and informative experience.
• 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.
• 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.
• Aid in 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.
• 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
• Customer service and administrative support experience

Benefits

Compensation Range: The base salary range for this role is $27.40 - $34.60, 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. Base salary may also differ significantly due to geography and cost of labor considerations.

About Us

About Us What We Give You In Return Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• 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. 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. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.