Senior Office Services Associate

Cetera • Saint Cloud, MN

3d • Onsite

About The Position

Cetera is currently seeking a Senior Office Services Associate to join our team in St. Cloud, MN. This role focuses on continuous process improvement, with the goal of increasing efficiency and delivering an exceptional experience for our advisors and clients. The ideal candidate demonstrates a strong sense of ownership, proactively identifies opportunities for improvement, and sees issues through to completion and resolution.

Requirements

• Must have excellent written, verbal, and oral communication skills.
• Proficiency in Microsoft Office (Word/Excel/Outlook) is required.
• Ability to keep accurate accounts and records of documentation for auditors.
• Ability to meet multiple deadlines at one time
• Ability to multitask
• Ability to lift 35 to 50 lbs

Responsibilities

• Ensure proper access to back-office system which includes, quarterly review of access and maintaining proper documentation for audits.
• Create B1’s, Br Tracks with back-office system and maintain proper documentation for audits.
• Participate in DR testing with back-office vendor – twice a year.
• Maintains inventory of employee/guest/contractor/visitor badges.
• Maintains security access control system with accurate employee status, including badge access creation, and monthly, quarterly review of access for Cetera suites and building access.
• Maintain accurate building floor plans and associate headcount by helping with monthly audits.
• Comply and assist in reviewing and improving appropriate policies, procedures, safety rules, and regulations.
• Assist BCP Coordinator in updating quarterly documents, testing business continuity plans throughout the year and keeping excellent records of completion.
• Collaborate with various departments in retrieving required paperwork for completion of BCP testing.
• Monitor various email boxes and take appropriate action as required.
• Assist facilities coordinator in ordering supplies, responding to employee requests and inquiries.
• Maintain appearance of Cetera Suites.
• Set up purchase requisitions through Oracle Procurement System when required.
• Process incoming invoices when required.
• Perform general office work, such as word/excel, loading documents into filing, loading documents into docupace, and operating copy machines.
• Assist with a variety of scheduled and unscheduled projects occurring in the department at any given time.

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 plus 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 foster.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed