Senior Supervision Associate

CeteraEl Segundo, CA
35dHybrid

About The Position

Cetera is seeking a Senior Supervision Associate to join our CWS Supervision team. The Senior Supervision Associate will be responsible for managing various technology applications used by Supervision on a daily basis. One area of primary responsibility will be set up of Smarsh email hierarchy and access, delivering customized reporting solutions, and providing troubleshooting support to both field representatives and internal teams. This position requires strong attention to detail, field engagement, 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 and the field

Responsibilities

  • Initial set up and management of Smarsh email retention settings for CWS and Supervision
  • Troubleshoot and resolve Salesforce cases, including case setup and follow-through
  • Drive adoption of Intune enrollment within the firm
  • Assist with various Supervision focused projects, as needed

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 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.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service