Administrative Assistant

1 week ago

Dallas, United States Cetera Financial Group Full time
Job Description

At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking to add an Administrative Assistant to our growing team. The Accounts Receivable Administrative Assistant will be responsible for managing our financial records and supporting the accounting department in day-to-day operations. This role requires proficiency in QuickBooks, strong organizational skills, and the ability to communicate effectively with both internal teams and clients.

Key Responsibilities:
  • QuickBooks Management:
    • Enter, update, and maintain financial transactions in QuickBooks.
    • Reconcile bank statements and manage accounts payable/receivable.
    • Generate financial reports and assist in preparing monthly and quarterly statements.
  • Administrative Support:
    • Assist in the billings for 401(k) plan documentation and compliance reporting.
    • Provide administrative support to the accounting team, including scheduling meetings and maintaining records.
    • Respond to client inquiries related to their accounts and provide assistance as needed.
  • Data Entry & Maintenance:
    • Ensure accurate data entry and maintenance of client records within QuickBooks and other relevant systems.
    • Assist with payroll processing and ensure compliance with relevant regulations.
  • Collaboration:
    • Work closely with other departments to ensure seamless communication and accurate financial reporting.
    • Participate in team meetings and contribute to process improvement initiatives.
Qualifications:
  • High school diploma or equivalent; associate's degree in accounting or business administration preferred.
  • Proven experience as an administrative assistant or in a similar role, preferably in a financial or accounting environment.
  • Proficiency in QuickBooks and Microsoft Office Suite (Excel, Word, Outlook).
  • Strong attention to detail and ability to work with numerical data accurately.
  • Excellent organizational and multitasking skills.
  • Strong written and verbal communication skills.
  • Ability to maintain confidentiality and handle sensitive information.
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+ 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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