Branch (Office) Administrator

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.

* Maintain Office Supplies to ensure smooth ongoing branch operations.

* 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