What are the responsibilities and job description for the Branch Administrator Assistant position at Cetera Financial Group?
About This Opportunity
Cetera Financial Group is seeking an Office Operations Coordinator to join our team. In this role, you will be responsible for providing administrative support to our financial services branch office, ensuring smooth daily operations and creating a welcoming environment for clients and colleagues.
Your primary responsibilities will include:
- Assisting the Branch Manager with daily operations and achieving goals.
- Liaising between Cetera's home office and the local branch office.
- Supporting recruiting efforts and maintaining records in SalesForce.
Responsibilities
- Create a welcoming and informative experience for new Financial Professionals and Branch Associates during onboarding.
- Maintain detailed notes in tracking system (SalesForce) related to coaching discussions held with Financial Professionals.
