Senior Office Services Associate

Senior Office Services Associate

Cetera is currently seeking a Senior Office Services Associate to join our team in St. Cloud, MN. This role focuses on continuous process improvement, with the goal of increasing efficiency and delivering an exceptional experience for our advisors and clients. The ideal candidate demonstrates a strong sense of ownership, proactively identifies opportunities for improvement, and sees issues through to completion and resolution.

Core Responsibilities:

• Ensure proper access to back-office system which includes, quarterly review of access and maintaining proper documentation for audits.
• Create B1's, Br Tracks with back-office system and maintain proper documentation for audits.
• Participate in DR testing with back-office vendor – twice a year.
• Maintains inventory of employee/guest/contractor/visitor badges.
• Maintains security access control system with accurate employee status, including badge access creation, and monthly, quarterly review of access for Cetera suites and building access.
• Maintain accurate building floor plans and associate headcount by helping with monthly audits.
• Comply and assist in reviewing and improving appropriate policies, procedures, safety rules, and regulations.
• Assist BCP Coordinator in updating quarterly documents, testing business continuity plans throughout the year and keeping excellent records of completion.
• Collaborate with various departments in retrieving required paperwork for completion of BCP testing.
• Monitor various email boxes and take appropriate action as required.
• Assist facilities coordinator in ordering supplies, responding to employee requests and inquiries.
• Maintain appearance of Cetera Suites.
• Set up purchase requisitions through Oracle Procurement System when required.
• Process incoming invoices when required.
• Perform general office work, such as word/excel, loading documents into filing, loading documents into docupace, and operating copy machines.
• Assist with a variety of scheduled and unscheduled projects occurring in the department at any given time.

Required Knowledge, Skills, and Abilities:

• Must have excellent written, verbal, and oral communication skills.
• Proficiency in Microsoft Office (Word/Excel/Outlook) is required.
• Ability to keep accurate accounts and records of documentation for auditors.
• Ability to meet multiple deadlines at one time
• Ability to multitask
• Ability to lift 35 to 50 lbs

The salary range for this role is $24.05 – $25.00 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.

About Us

About Us

What we give you in return:

Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• 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.

About Cetera Financial Group:

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.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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