Operations Professional

Cetera • St. Cloud, MO

6d • $20 - $25 • Hybrid

About The Position

The Operations Professional supports daily account operations by reviewing, processing, and maintaining client and advisor requests in a timely and accurate manner. This role partners with internal service, operations, compliance, and advisor-facing teams to help ensure requests are completed according to established procedures and service expectations. Success in this role is measured by processing accuracy, responsiveness, effective issue resolution, and the ability to support a consistent experience for financial professionals and their clients. The role requires attention to detail, sound judgment, and the ability to work within defined operational processes in a regulated financial services environment.

Requirements

• High school diploma or equivalent.
• Prior experience in operations, administrative support, client service, financial services, or a related business environment.

Nice To Haves

• Preferred experience in broker-dealer, wealth management, banking, or another regulated financial services environment.

Responsibilities

• Review and process account-related requests, forms, and transactions according to established procedures, service standards, and regulatory requirements.
• Research and resolve routine operational issues by gathering information, validating details, and coordinating with internal partners as needed.
• Maintain accurate records and documentation in applicable systems to support audit readiness, operational controls, and follow-up activity.
• Communicate status updates, requirements, and next steps to internal teams and advisor-facing partners in a clear and professional manner.
• Identify incomplete, inconsistent, or inaccurate information and take appropriate action to correct or escalate issues before completion.
• Follow established workflows, checklists, and controls to help ensure requests are completed accurately and within expected timeframes.
• Support team workload by monitoring assigned queues, prioritizing time-sensitive items, and assisting with operational follow-up.
• Contribute to process improvement by sharing recurring issue trends, documentation gaps, or workflow opportunities with team leadership.

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.

What This Job Offers

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