What are the responsibilities and job description for the Administrative Support Specialist position at Cetera Financial Group?
About the Role
This position serves as an Office Coordinator to ensure smooth daily administration and operations support to a financial services branch office. As a key member of the Cetera Financial Group team, you will play a vital role in creating a welcoming and supportive environment for existing and new financial professionals, clients, and branch associates.
You will work closely with the Branch Manager and Assistant Manager to achieve daily operations goals and objectives, ensuring seamless communication between Cetera's home office and the local branch office.
Key Responsibilities
- Assist in the daily operation of the branch office in accordance with the branch's annual business plan and associated goals.
- Serve as a liaison between Cetera's home office and the local branch office.
- Support Branch Management with recruiting efforts, including contacts, follow-up, and meeting activities.
- Partner with the Branch Manager in growth activities, such as coordinating client events, seminars, marketing campaigns, wholesaler presentations, etc.
- Maintain detailed notes in tracking system (SalesForce) related to coaching discussions held with Financial Professionals.
