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Operations Professional 1- Mutual Fund Operations

Job DescriptionCetera Investments is currently seeking an Operations Associate for our Mutual Fund Operations in St. Cloud, MN. This is a unique opportunity to join our team and provide operational support and world-class customer service to our clients.What You Will Do• Process the daily trade files from our trade vendors• Process any trade rejects, and notify appropriate parties• Daily balancing of trades• Processing Share class conversions• Work with Supervisor on Audit items• Respond to telephone inquiries from internal and external customers, including registered representatives, regarding account status, account changes, and processes.• Perform research as requested on customer accounts.• You will partner with other team members to ensure financial professionals experience consistent, high-quality customer service.• Other duties as assigned.What You Need To Have• High School Diploma or GED• 1+ years of operations experience• 1+ years of experience with MS Office toolsReally Catch Our Eye With• Previous experience in the Finance industry• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills• Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.About UsWhat we give you in return:BenefitsNot many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:• 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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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.About Cetera Financial GroupCetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology." Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
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CEO of Cetera Financial Group
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Full-time, on-site
DATE POSTED
August 17, 2024

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