Financial Support Associate II

Cetera • Rapid City, SD

15h • $25 - $38

About The Position

Avantax Planning Partners, a community within Cetera Holdings, is seeking a Financial Support Associate II to provide advanced administrative and operational support to Financial Planning Consultants (FPCs) while serving as a resource to level 1 associates. This role handles a broader range of client service responsibilities, supports process improvement initiatives, and demonstrates strong independence.

Requirements

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 2–5 years of financial services or administrative experience preferred.
• Salesforce experience strongly preferred.
• Strong communication and problem-solving skills.
• Proficiency with Microsoft Word, Excel, and PowerPoint

Nice To Haves

• FPQP designation is a plus.

Responsibilities

• Independently prepare and review new account paperwork.
• Create and organize client review materials and correspondence.
• Serve as a liaison with internal departments, custodians, CPAs, and clients.
• Manage client communication regarding account activity and deadlines.
• Process client requests including contributions, distributions, and transfers.
• Maintain accurate information and documentation within the CRM.
• Assist in training Level I associates.
• Recommend workflow and process improvements.
• Handle moderately complex client inquiries.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED