Operations Professional

Job Description

Cetera is currently seeking an Operations Professional for our 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. There is potential for this to be a hybrid role based on a successful training period and continued success of candidate and job needs.

• Provide high‑level operational, customer service, and administrative support in our department.
• Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc.
• Respond to telephone/email/chat or written correspondence inquiries from internal and external customers including registered representatives regarding account status, account changes and process.
• Perform research as requested on customer accounts.
• Partner with other team members to ensure financial professionals experience consistent, high‑quality customer service.
• Comply with processes and procedures of the team and any regulatory requirements.

• Flexible and adaptable to change
• Strong communication and organizational skills
• Positive role model to colleagues
• Highly responsive to coaching and training
• Independent; able to work and resolve complex issues with minimal guidance
• Ability to learn quickly and multi‑task effectively in a fast‑paced environment
• Team player attitude
• Energetic and results‑oriented
• Ability to train others on same job roles & responsibilities as needed

• Previous experience in the Finance industry
• 1 year operations experience
• 1 year of experience with MS Office tools
• Bachelor’s degree
• 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.

• High School Diploma or GED

No Travel Required

The salary range for this role is $20.20 – $24.00 per hour plus competitive performance‑based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

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 institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support, and innovative technology.

• 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.
• Pa…