Operations Projects Associate 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. They are seeking an Operations Projects Associate to manage day-to-day tasks and administrative needs, ensuring smooth operations and compliance with company policies. Responsibilities: - Assist the Operations Manager in daily management, coordinating activities and priorities - Support the Operations Manager with the enforcement of company policies and standards - Perform administrative tasks, including maintaining records, and setting up new investment accounts - Manage and maintain broker-dealer custodial account software, such as Schwab Advisor Center, Fidelity Wealthscape, and others - Monitor and update CRM system to ensure accurate and up-to-date information - Maintain schedules of operations and ensure adherence to deadlines, including billing client accounts - Cooperate with different departments to facilitate smooth communication and collaboration Required Qualifications: - Proven work experience as an Operations Associate, Operations Specialist, or similar role - Excellent communication and listening skills, with the ability to work effectively with team members and stakeholders - Ability to work under pressure, managing multiple tasks and priorities - Strong computer proficiency, including experience with Microsoft Office Suite, broker-dealer custodial account software, and CRM systems Preferred Qualifications: - Knowledge of investment account setup and management is preferred - Relevant education and/or certifications in the Financial Services field is preferred Required Skills: Broker-dealer custodial account software, Schwab Advisor Center, Fidelity Wealthscape, CRM systems, Microsoft Office Suite, Investment account setup and management 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.