Senior Supervision Associate
About The Position
Cetera is seeking an Operations Specialist to join our Channel Operations team. This role plays a critical part in maintaining operational excellence by ensuring compliance and data integrity across key systems. The Operations Specialist will be responsible for managing Smarsh email retention and access, delivering customized reporting solutions, and providing troubleshooting support to both field representatives and internal teams. This position requires strong attention to detail, analytical skills, and a proactive approach to problem-solving in a fast-paced environment.
Requirements
- 1-3 years of Financial Service experience
- High school diploma or equivalent
- Familiarity with Smarsh, Salesforce, or similar compliance and reporting platforms
Nice To Haves
- Exceptional attention to detail and ability to prioritize multiple tasks effectively
- Strong problem-solving skills with a proactive mindset toward operational improvements
- Excellent communication and collaboration abilities across teams
Responsibilities
- Configure and manage Smarsh email retention settings for the Channel Operations team
- Maintain and oversee Smarsh access for Supervision teams
- Troubleshoot and resolve Salesforce cases, including case setup and follow-through
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
