Operations Associate

Cetera • Dallas, TX

36d

About The Position

We are looking for an Operations Associate to join our team and support our
organization by managing the day-to-day tasks and administrative needs of our
business operations. As an Operations Associate, you will be responsible for
completing various administrative tasks and enforcing the organization's
policies and standards. Ultimately, you will work with various departments
across the organization to ensure all administrative and operational tasks are
completed as needed, with a focus on setting up new accounts for investment.

Requirements

• Proven work experience as an Operations Associate, Operations Specialist, or similar role.
• Excellent communication and listening skills, with the ability to work effectively with team members and stakeholders.
• Ability to work under pressure, managing multiple tasks and priorities.
• Strong computer proficiency, including experience with Microsoft Office Suite, broker-dealer custodial account software, and CRM systems.
• Knowledge of investment account setup and management is preferred.
• Relevant education and/or certifications in the Financial Services field is preferred.

Responsibilities

• Assist the Operations Manager in daily management, coordinating activities and priorities.
• Support the Operations Manager with the enforcement of company policies and standards.
• Perform administrative tasks, including maintaining records, and setting up new investment accounts.
• Manage and maintain broker-dealer custodial account software, such as Schwab Advisor Center, Fidelity Wealthscape, and others.
• Monitor and update CRM system to ensure accurate and up-to-date information.
• Maintain schedules of operations and ensure adherence to deadlines, including billing client accounts.
• Cooperate with different departments to facilitate smooth communication and collaboration.

Benefits

• 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 plus 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 foster.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees