Cetera is currently seeking an Operations Professional for our Operations-CFI team located in St. Cloud, MN. This position is responsible for the operational support and processing of the Government Reporting Team.
This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients.
What You'll Do
- Provide operational, customer service, and administrative support to the Government Reporting team.
- Process daily department work, including account transactions, journal entries, payment-related requests, and other operational activities.
- Serve as a primary point of contact for internal and external inquiries, delivering timely support via phone, email, and other communication channels.
- Partner with financial professionals, clients, banks, credit unions, clearing firms, vendors, and other business partners to resolve issues and facilitate processing.
- Perform account reconciliations, calculations, and reporting-related activities, including daily filing notifications and compliance-driven processes.
- Research customer accounts, investigate discrepancies, and provide resolution recommendations.
- Collaborate with internal operations and business units across Cetera to support service, reporting, and operational initiatives.
- Exercise sound judgment when making customer-focused decisions while adhering to firm policies, procedures, and regulatory requirements.
- Utilize Written Supervisory Procedures (WSPs), departmental guidelines, and operational manuals to ensure accurate and compliant processing.
- Manage a high volume of detail-oriented, process-driven tasks while maintaining accuracy, efficiency, and service standards.
- Identify process improvements and contribute creative solutions to enhance operational effectiveness and the customer experience.
Work independently and collaboratively within a team environment while receiving guidance from department leadership as needed
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What You Need to Have:
- High School Diploma or equivalent
- 1-2 years of related experience in a professional environment
- Financial Services Industry
- Operational processes
- Knowledge of Tax Reporting Process
- Strong communication skills
- Clear Communicator
- Ability to work independently as well as within a team
- Organizational skills
- Attention to detail
- Analytical thought processor
- Ability to multi task
- Make sound decisions quickly and confidently
Excel Experience a plus
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Compensation:
The base salary range for this role in St Cloud, MN is $20.00 to $25.00 hourly, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
About Us
What we give you in return:
Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and fostering.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
- Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
- Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
About Cetera
Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.
Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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