What are the responsibilities and job description for the Operations Assistant - Financial Services position at Cetera Financial Group?
Job Overview:
The Branch Office Administrator plays a vital role in supporting the Branch Manager and Assistant Manager in maintaining a high-performing branch office. This position requires a highly organized and communicative individual who can effectively coordinate daily operations, facilitate communication between teams, and provide exceptional administrative support.
Key Responsibilities:
- Coordinate daily branch operations, ensuring alignment with the annual business plan and associated goals.
- Serve as a liaison between Cetera's home office and the local branch office, fostering open communication and cooperation.
- Manage tracking systems to document coaching discussions with financial professionals.
- Facilitate the onboarding process for new financial professionals and branch associates, providing a positive and informative experience.
- Collaborate with the Branch Manager on growth initiatives, including client events, seminars, marketing campaigns, and wholesaler presentations.
- Ensure the successful adoption of Cetera Assets/Programs among new and existing financial professionals and sales assistants.
- Develop a welcoming atmosphere for clients visiting with their financial professional in the branch.
- Maintain office supplies and ensure efficient branch operations.
- Provide administrative support to the Branch Management team, including presentations and reports.
- 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 organizational skills and attention to detail.
- Effective written and verbal communication skills.
- Proficiency in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs.
- Ability to manage multiple tasks and deliver timely results in a fast-paced environment.
