Senior Branch Administrator

Cetera · Walnut Creek, California, United States

Location

Walnut Creek

Job Type

Full-time

Posted

June 19, 2026

Job Description

The Sr. 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 ...
        

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