Facilities Associate

Cetera Financial Group•Dallas, TX
•Onsite

About The Position

Cetera Financial Group is currently seeking a Facilities Associate to support local office operations, workplace services, and onsite hospitality. This position helps maintain a safe, organized, welcoming, and professional environment for employees and visitors. The Facilities Associate provides day-to-day facilities and office support within an assigned location, including workplace readiness, meeting hospitality, front desk backup, employee requests, vendor coordination, purchasing support, office events, and basic mail processes.

Requirements

  • High school diploma or equivalent required.
  • One to three years of experience in customer service, facilities, office services, hospitality, mail services, or workplace support preferred.
  • Experience using a service ticketing system preferred.
  • Experience supporting office operations or coordinating vendors preferred.
  • Strong customer service, hospitality, organization, and problem-solving skills.
  • Professional verbal and written communication skills.
  • Ability to manage multiple priorities and follow through on assigned work.
  • Basic understanding of workplace or facilities operations.
  • Proficiency with Microsoft Outlook, Word, Excel, and Teams.
  • Ability to move office supplies and equipment within established safety guidelines and any role-specific physical requirements.

Nice To Haves

  • Associate degree or facilities-related coursework preferred.

Responsibilities

  • Perform routine walkthroughs of the assigned office to identify facilities, safety, housekeeping, or maintenance concerns.
  • Monitor conference rooms, breakrooms, common areas, and workplace amenities to ensure they are clean, supplied, and ready for use.
  • Assist with workstation setup, seating changes, office moves, and workplace organization.
  • Monitor office appearance and initiate or coordinate corrective action for local issues.
  • Create, update, and monitor facilities-related requests in ServiceNow or another approved system.
  • Coordinate vendor access and provide escorts when required by local procedures.
  • Assist with scheduled inspections, preventive maintenance visits, and local facilities projects.
  • Maintain inventory of office, kitchen, and workplace supplies and submit replenishment requests through approved processes.
  • Respond to employee questions and requests related to local workplace services.
  • Provide onsite hospitality for large or important meetings involving clients, prospects, business partners, or company leaders, including room setup, refreshments, signage, guest assistance, and post-meeting reset.
  • Support the front desk and serve as backup for routine reception activities, including temporary badges, visitor management, and Home Office Visit (HOV) coordination.
  • Coordinate or support FunSquad activities and other office events, including basic planning, setup, onsite support, and post-event reset.
  • Provide local support for supplies, furniture requests, office equipment coordination, and workplace amenities.
  • Assist with new-hire workspace readiness and other approved local onboarding support.
  • Coordinate routine local services with approved vendors, including janitorial, refreshments, maintenance, shipping, and other workplace support.
  • Confirm completion of scheduled services and report deficiencies to Facilities leadership.
  • Maintain professional working relationships with vendors and building management.
  • Report workplace hazards, facilities concerns, and security-related observations to the appropriate team.
  • Support emergency preparedness activities and local workplace safety initiatives.
  • Maintain awareness of life-safety equipment locations and report observed deficiencies.
  • Coordinate with Corporate Security and Facilities leadership during building-related incidents as directed.
  • Support basic office mail and package processes, including receiving, sorting, routing, and preparing routine outgoing items.
  • Assist with purchase orders and requisitions using established approval and purchasing processes.
  • Maintain accurate records of service requests, walkthroughs, inventory, and vendor activity.
  • Assist with local office documentation and routine operational reporting.
  • Support enterprise initiatives and perform other related duties as assigned, based on business needs and direction from Facilities leadership.
  • Follow company policies, procedures, workplace standards, and established approval processes.
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