Job Description
Office Support Associate (Branch Administrator)
The 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) by creating a welcoming and supportive environment for existing and new financial professionals, clients, and branch associates.
What you will do:
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).
Assist as a resource during the onboarding of new Financial Professionals and new Branch Associates to create a welcoming and informative experience.
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 asso...
Ready to Apply?
Take the next step in your AI career. Submit your application to Cetera today.
Submit Application