Operations Professional

Cetera • West Des Moines, IA

17h

About The Position

Cetera is seeking an Operations Professional 1 for its Transitions team in Des Moines, Iowa. The role provides operational, customer service, and administrative support, including daily processing of departmental work such as journal entries, account processing, and payment solutions. The employee responds to internal and external email inquiries, including those from registered representatives, researches customer accounts, and works with teammates to provide consistent, high-quality service to financial professionals. The role requires compliance with team procedures and regulatory requirements. A hybrid arrangement may be possible after a successful training period. No travel is required.

Requirements

• High school diploma or GED.
• At least 1 year of operations experience.
• At least 1 year of experience with MS Office tools.
• Flexible and adaptable to change.
• Strong communication and organizational skills.
• Serve as a positive role model to colleagues.
• Be responsive to coaching and training.
• Work independently and resolve complex issues with minimal guidance.
• Learn quickly and multitask effectively in a fast-paced environment.
• Have a team-player attitude.
• Be energetic and results-oriented.

Nice To Haves

• Previous experience in the finance industry.
• Bachelor’s degree.
• Demonstrated ability to deliver excellent problem resolution, organizational, and follow-up skills.
• Ability to multitask while staying on track with regulatory deadlines, field inquiries, and internal assignments.

Responsibilities

• Provide operational, customer service, and administrative support in the Transitions department.
• Process daily departmental work, which may include journal entries, account processing, and payment solutions.
• Respond to email inquiries from internal and external customers, including registered representatives, about account status, account changes, and processes.
• Research customer accounts as requested.
• Partner with team members to provide financial professionals with consistent, high-quality customer service.
• Follow team processes and procedures and comply with regulatory requirements.
• Perform other duties as assigned.

Benefits

• Competitive salary.
• Health, dental, vision, and life insurance plans.
• Mental health benefits.
• 20+ days of paid time off, paid holidays, and two paid wellness days.
• 401(k) savings plan with company contributions of up to 5%.
• Paid parental leave for birth, adoption, and fostering.
• Health Savings Account and Flexible Spending Account options.
• Employee Assistance Program.
• Identity theft protection through LifeLock.
• Pet insurance.
• Paid caregiver leave.
• Other voluntary benefits.

What This Job Offers

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