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.
• 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

LI-Onsite

Last updated : 2024-04-25