Administrative Assistant at Cetera Financial Group in Dallas, TX

Summary: Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Administrative Assistant will provide administrative support, handle front-office communication, assist with accounts receivable follow-ups, and support internal teams with clerical tasks and reporting. Responsibilities: - Answer and direct phone calls to appropriate person or department - Monitor faxes incoming and outgoing - Assist Accounts Receivable – letter preparation and calling clients about past due invoices - Assist all internal departments with various clerical functions, report preparation and assigned projects - Prepare and send routine blast emails via Pension Pro - Maintain individual dashboard tasks assigned through Pension Pro - Retrieving annual report downloads from various record-keepers - Assist in the preparation of regularly scheduled monthly reports Required Qualifications: - General knowledge of office management systems and procedures - Exceptional customer service skills a must (phone etiquette, etc.) - Proficiency in MS Office (Outlook, MS Excel and MS PowerPoint) - Excellent time management skills and the ability to prioritize work - Attention to detail and problem-solving skills - Excellent written and verbal communication skills - Strong organizational skills with the ability to multi-task Preferred Qualifications: - Experience in the Qualified Pension Plan field a plus, but not required - Experience with DocuSign a plus, but not required Required Skills: Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, PensionPro, DocuSign, Qualified Pension Plan Benefits: 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 plus 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), LifeLock, Pet Insurance and more.