Elite Operations Professional

Overview

Cetera Investment Services is currently seeking an Operations Associate to join our team and provide Mutual Fund support to our clients and representatives. This is an exciting role where you will help to create raving fans by delivering excellent service to our clients and contribute to the company’s goal: build and maintain client loyalty by creating the world’s most referable platform.

This position is located in St. Cloud, MN.

As a Mutual Fund Operations team associate at Cetera Investment Services, you will be responsible for providing operational support for mutual funds within operations and trading departments.

• Daily processing of work associated with the department. This may include processing trade corrections, systematic purchases and redemptions, shareholder change of dealers, and rep changes
• Ensures that any rejected trades and trade corrections are processed in a timely manner
• Researches and resolves issues in mutual fund operations area.
• Work independently within the team without requiring outside assistance.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation.
• Complete other duties as assigned.

Minimum Education Required

• High School diploma or equivalent
• 1+ year of experience in an office environment
• 1+ year of experience with MS Office

• Understanding of administration business and comprehensive knowledge of company products and services
• Knowledge and understanding of the financial services industry and our role in it
• Strong oral and written communication skills
• Adaptable to change in a fast-paced environment.
• Able to resolve complex issues with minimal guidance.
• Analytical thought processor
• Ability to multitask
• Make sound decisions quickly and confidently

• Flexible and adaptable to change
• Positive role model to colleagues
• Team player attitude
• Energetic and results-oriented
• Keen eye for detail
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills

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 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), Life Lock, Pet Insurance and more.

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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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…