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Branch Administrator

Cetera Financial Group
Indianapolis, IN Full Time
POSTED ON 2/5/2025
AVAILABLE BEFORE 5/3/2025

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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