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Cetera Financial Group

Platform and services for independent advisors

Operations Associate - Imaging PBD Department

Office Clerical & RecordsConfirmed live in the last 24 hours
Full-timeSt Cloud, MN, USA

About the Job

Requirements

  • Specific knowledge of the financial services industry and operational processes.
  • Strong communication skills and ability to work as part of a team.
  • Attention to detail.
  • Organizational skills.
  • Ability to multitask.
  • High school diploma or equivalent.
  • One to two years of related experience in a corporate environment.

Responsibilities

  • Provide operational, customer service, and administrative support for the Imaging PBD Department.
  • Process the department's daily work, which may include scanning, sorting mail, working within Docupace, depositing and blottering checks, and working within Salesforce.
  • Research and interpret company and customer documents.
  • Respond to internal and external customer inquiries through email, instant messaging, and various work queues.
  • Research customer accounts as requested.
  • Perform other duties as assigned.

About the Company

Cetera Financial Group

Platform and services for independent advisors

Cetera Financial Group runs a network of independent retail financial advisory firms and supports them with technology, marketing, compliance, and access to a wide range of investment products. Advisors use Cetera’s tools to manage client relationships, execute trades, and stay compliant, while Cetera earns fees and commissions from the products and services sold through the network. The platform differentiates itself by focusing on independent advisors and financial institutions, offering a broad, flexible set of resources and strategic partnerships that extend beyond captive channels. Its goal is to help independent advisors grow their practices and deliver strong outcomes for clients within a trusted partner network.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Diego, CA
Founded
1981

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