Branch Administrator
Cetera Financial Group - Iselin, NJ
Hiring: Branch Administrator Company: Cetera Financial Group Location: Iselin, NJ Job Posted Time: 2026-09-11 13:20:18 Employment Type: Full-time Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Salesforce, Series 7, Wealth Management About the job Experience: •2 years in an administrative or customer service role Required Skills: •Office Support Associate (Branch Administrator) •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 •Lead and oversee 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 (SalesForce). •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. Qualifications: •Direct message the job poster from Cetera Financial Group •Senior Recruiter| Full-Cycle Recruitment & Talent Sourcing | | Financial services, IT Consulting, Healthcare, Telecommunications, AI, Digital… •Financial services background is 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 Compensation: •Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!