What are the responsibilities and job description for the Branch Office Operations Coordinator position at Cetera Financial Group?
Job Description:
The Branch Office Administrator serves as a key support role to ensure the smooth operation of our financial services branch office. This position acts as an Office Coordinator, assisting the Branch Manager and Assistant Manager in maintaining a welcoming and supportive environment for clients, financial professionals, and branch associates.
Responsibilities:
- Support the daily operations of the branch office in accordance with the annual business plan and associated goals.
- Act as a liaison between Cetera's home office and the local branch office, facilitating effective communication and collaboration.
- Maintain detailed notes in tracking systems related to coaching discussions held with financial professionals.
- Assist in the onboarding process for new financial professionals and branch associates, ensuring a seamless transition and a positive experience.
- Partner with the Branch Manager in growth activities, including client events, seminars, marketing campaigns, wholesaler presentations, and other initiatives.
- Ensure the adoption of Cetera Assets/Programs by 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 and ensure smooth ongoing branch operations.
- Aid the Branch Management team in presentations and report needs.
- Process mail and package delivery (incoming/outgoing).
Requirements:
- 2 years of experience in an administrative or customer service role.
- High School Diploma or GED.
- Strong time management skills and attention to detail.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs.
- Ability to multi-task and produce timely results in a fast-paced work environment.
