Demo
Salary Resume Critique Job Openings

Branch Administrator

Cetera Financial Group, Inc.
Philadelphia, PA Full Time
POSTED ON 1/19/2025
AVAILABLE BEFORE 4/19/2025

Job Description

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

    • LI-Onsite

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Branch Administrator?

    Sign up to receive alerts about other jobs on the Branch Administrator career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $61,814 - $80,853
    Income Estimation: 
    $87,467 - $128,765
    Income Estimation: 
    $61,772 - $82,013
    Income Estimation: 
    $71,328 - $90,388
    Income Estimation: 
    $117,639 - $168,994
    Income Estimation: 
    $71,328 - $90,388
    Income Estimation: 
    $84,380 - $111,171
    Income Estimation: 
    $193,533 - $278,013
    Income Estimation: 
    $52,521 - $65,616
    Income Estimation: 
    $50,186 - $61,883
    Income Estimation: 
    $61,772 - $82,013
    Income Estimation: 
    $117,639 - $168,994
    Income Estimation: 
    $43,966 - $56,223
    Income Estimation: 
    $50,186 - $61,883
    Income Estimation: 
    $52,521 - $65,616
    Income Estimation: 
    $117,639 - $168,994
    Employees: Get a Salary Increase
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Cetera Financial Group, Inc.

    Senior Investment Solutions Advisor
    Cetera Financial Group, Inc.
    Hired Organization Address St. Cloud, MN Full Time
    Cetera Financial Group (CFG) is seeking a Senior Investment Solutions Advisor to play a pivotal role in the integration ...
    Compliance Analyst
    Cetera Financial Group, Inc.
    Hired Organization Address Saint Paul, MN Full Time
    The Broker Dealer (BD) Compliance team is responsible for making sure that the Firm’s policies and procedures are follow...
    Financial Advisor
    Cetera Financial Group, Inc.
    Hired Organization Address Fredericksburg, VA Full Time
    Job Description Attention finance, insurance, and sales professionals—are you ready to take on a position that challenge...
    Service Professional
    Cetera Financial Group, Inc.
    Hired Organization Address El Segundo, CA Full Time
    Job Description Cetera is currently seeking a Service Professional for our CFG Resource Center team. This is a unique op...
    View More Jobs at Cetera Financial Group, Inc.

    Not the job you're looking for? Here are some other Branch Administrator jobs in the Philadelphia, PA area that may be a better fit.

    Branch Administrator

    Candidate Experience site, Philadelphia, PA

    Branch Administrator

    Merit Landscape Solutions, Marlton, NJ

    View More Jobs

    AI Assistant is available now!

    Feel free to start your new journey!