Operations Professional

Cetera Financial Group•Saint Cloud, MN

8d•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.