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Investment Operations Associate — Hybrid; Dallas
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-14
Listing for:
Cetera Financial Group
Full Time, Part Time
position Listed on 2026-07-14
Job specializations:
-
Business
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Cetera Financial Group is seeking an Operations Associate to support day-to-day business operations with a focus on setting up new investment accounts. The role is in a Hybrid Dallas, TX environment, onsite 2–3 days per week.
You will coordinate with multiple departments to ensure all administrative tasks are completed efficiently. Responsibilities include assisting the Operations Manager, enforcing policies, and maintaining records while using broker‑dealer software and CRM systems.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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