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    Operations Professional 1 - Saint Cloud, United States - Cetera Financial Group

    Cetera Financial Group
    Cetera Financial Group Saint Cloud, United States

    1 week ago

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    Description
    Cetera Investments is currently seeking an Operations Associate for our Stock team located in St. Cloud, MN.

    This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients.


    What you will do:

    • Provide high-level operational, customer service, and administrative, sales support in our Stock department.
    • Process physical stock, perform research on securities to determine eligibility for deposit. These processes include ensuring all necessary documents are on file for clients.
    • Follow the general ledger and processing accounts daily. Work on money and stock related transactions. Review reports daily. Maintain accurate and complete data on existing client files.
    • Respond to telephone inquiries from internal and external customers including registered representatives regarding account status, account changes and process. Acts as liaison between customers/representatives and institutions including banks and clearing firms.
    • Perform various account calculations/reconciliations for stock and money.
    • 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
    • 1+ years operations experience
    • 1+ years of experience with MS Office tools

    Really catch our eye with:

    • Ability to work independently as well as with a team
    • Strong verbal and written communication
    • 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.
    #LI-Onsite
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