Operations Professional

Cetera • Saint Cloud, MN

8d • $20 - $27 • Onsite

About The Position

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.

Requirements

• 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

Nice To Haves

• Excel Experience a plus

Responsibilities

• 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.

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+ 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

What This Job Offers

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