Office Services Associate

Office Services Associate

The Office Services Associate is the first impression for all visitors, prospects, clients and team members. They play an important role in creating a welcoming environment and keeping the office running efficiently.

• Answer incoming phone calls professionally and direct inquiries appropriately

• Create a welcoming environment for clients and team members; treat every touchpoint as an opportunity to exceed expectations

• Manage all office events and meetings, including assigning and preparing conference rooms, ordering lunches, and planning/executing team member events

• Prepare outgoing and overnight mail; collect and distribute incoming mail

• Prepare and deliver Wealth Management Review documentation

• Ensure all office areas are operational, clean, organized, and ready for guests and team member use at all times

• Act as liaison for Property Management firm; schedule onsite maintenance and proactively identify/report areas of concern

• Collaborate with internal Cetera teams; Office Services, etc.

• Manage vendor relationships and contract/invoices

• Schedule office equipment maintenance or replacement as needed

• Plan and coordinate team member and client gifts and swag

• Manage all office and kitchen inventory, including invoice and budget tracking

Required Qualifications: • High school diploma or equivalent

• 1+ years of experience in an administrative, office support role or 2+ years in a customer service role

• Excellent verbal and written communication skills

• Strong organizational and time management abilities

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and basic office equipment

• Ability to multitask and prioritize in a fast-paced environment

• Professional demeanor and customer service orientation

• Attention to detail and problem-solving skills

• Ability to work independently and collaboratively with cross-functional teams

• Experience coordinating meetings, events, and managing office supplies and vendors

• Familiarity with budgeting and invoice tracking is a plus

Compensation: The base hourly range for this role in Edina, MN is $22.10 - $26.90 plus a competitive performance-based bonus. Base hourly pay depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 and a leading provider of retail services to the investment programs of banks and credit unions.

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 (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

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.