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Office Services Associate

What we need :

Cetera Financial Group is currently seeking a part time Office Services Associate – Reception for our Denver, CO location. This is a unique opportunity to join our team to deliver world class customer service to our colleagues and clients.

Job Knowledge, Core Competencies and Expectations

  • Excellent customer service skills and an open, courteous and friendly personality required.
  • Excellent oral and written communication skills.
  • Must have working knowledge of using and programming multi-line telephone equipment and reservation systems.
  • Job knowledge in Oracle Procurement System and/or similar payment processing system.
  • Must be able to efficiently handle multiple tasks concurrently while meeting deadlines, prioritizing tasks and providing excellent customer service.

What you will do:

  • Handle all incoming calls at the reception desk and respond to questions and/or requests in a professional manner.
  • Manage main line voicemail; forward voicemail calls as needed.
  • Maintain appearance of reception area.
  • Greet guests and colleagues; provide information to staff and guests.
  • Perform general office work; such as, word processing, filing and operating copy and fax machines.
  • Maintains supply inventories for reception area.
  • Maintains inventory of employee/guest/contractor/visitor badges.
  • Maintains security access control system with accurate employee status, including badge access creation.
  • Reports presence of unauthorized visitors in or around facility.
  • Make appropriate service calls for equipment repair and maintenance.
  • Monitor various email boxes and take appropriate action as required.
  • Interact frequently with departments and associates for the purpose of resolving issues or completing requests.
  • Ensure all visitors and guests sign-in; notify associates when visitors/guests arrive.
  • Schedule meeting room set-ups as requested by booking the room prior to the meeting time and inputting the information on the conference room calendar.
  • Assist with minor facilities tasks as requested- such as conference room set up.
  • Assist with a variety of scheduled and unscheduled projects occurring in the department at any given time.
  • Maintain accurate building floor plans and associate head-count by helping with monthly audits.
  • Comply with all appropriate policies, procedures, safety rules, and regulations.
  • Support mailroom functions and operations when required; i.e., sort and distribute in-coming mail, prepare outgoing packages by adding postage, etc.,
  • Set up purchase requisitions through Oracle Procurement System when required.
  • Process incoming invoices when required.
  • Perform related duties as assigned.
  • All assigned duties to be performed on-site.

What you need to have:

  • Education & Experience:
  • At a minimum, a High School Diploma or equivalent is required.
  • Minimum 2 years in a corporate reception and/or office administrative position is preferred. Any equivalent combination of training and experience which provides the required knowledge, skills and abilities to perform the job requirements is also acceptable.
  • Proficiency in Microsoft Office (Word/Excel/Outlook) is required.
  • Must have excellent written, verbal and oral communication skills:
  • The Office Services Associate - Receptionist communicates effectively with colleagues, vendors, and management to ensure proper coordination of tasks.
  • The Office Services Associate - Receptionist will be working with customers over the phone and face to face and will require great attention to detail.
  • Ability to multitask:
  • Our ideal candidate will need to have the ability to work on various tasks at the same time and complete them without errors.
  • Ability to work under pressure of deadlines and time constraints:
  • Our Office Services team has several deadlines to meet throughout the day. Often times, there will be changes that cause time constraints which are outside of our control. Effective planning and time management will help reduce the likelihood unexpected situations.


What we give you in return:

Not 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, and 2 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 Group:

Cetera 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.

Cetera Financial Group Glassdoor Company Review
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CEO of Cetera Financial Group
Cetera Financial Group CEO photo
Adam Antoniades
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Deliver the industry-leading service, tools and platforms that empower advisors and institutions to be the trusted guides of their clients’ financial futures.

18 jobs
FUNDING
TEAM SIZE
DATE POSTED
August 4, 2023

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