The Office Support Associate (aka 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.
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 (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.
- 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.
- Maintain Office Supplies to ensure smooth ongoing branch operations.
- 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
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