Project Coordinator
2 months ago
Cetera Financial Group is currently seeking a Project Coordinator to support Cetera’s Investment Solutions Group, which is responsible for the development and management of Cetera’s Advisory platforms and investment programs. This is a hybrid role, working one day a week in our San Deigo, CA office.
What you will do:
- Planning and organizing department meetings and events
- Manage calendars and schedule meetings for team/team leadership
- Interact with a diverse group of important external callers, visitors and internal contacts at all levels of the organization
- Assist with troubleshooting operational and/or administrative items
- Create and update routine spreadsheets
- Create presentations and other documents
- Answer routine correspondence and assemble information that occasionally may be of confidential and sensitive nature
- Make travel arrangements and process expense reports
- Process department invoices
- Order supplies, make copies and file department documents
- Take meeting notes
What you need to have:
- High school diploma or GED
- 3+ years of related support experience
- Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, Teams)
- Exceptional attention to detail and accuracy
- Superior verbal and written communication skills, including editing and proofreading
- Ability to handle multiple priorities simultaneously
- Strong organizational and time management skills
- Ability to juggle a variety of duties simultaneously, and at times, under pressure
- Ability to analyze complex information requests
- Sound judgment and problem-solving abilities
- Ability to exercise considerable discretion in interactions with various constituencies
What is nice to have:
- Bachelor’s Degree from an accredited college/university a plus, but not required
- High level of discretion, comfortable dealing with confidential information
- Ability to multi-task, manage tight deadlines, and work with limited direction
- Experience in or knowledge of the financial services industry
- Adaptable to change in a fast-paced environment
- Courteous and empathetic to client concerns
- Superior listening skills
- Positive role model to colleagues
- Team player attitude
- Energetic and results-oriented
Compensation:
The base annual salary range for this role is $24-$35/hour, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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 an independent financial advisor network and 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 retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
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 the 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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
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