Financial Operations Specialist
3 weeks ago
We are seeking a Financial Operations Specialist to join our team at Cetera Financial Group. This role will provide day-to-day operational support to internal and external Broker/Dealer customers.
You will learn about our business and develop expertise in Broker/Dealer operations, processing, and service as a stepping stone for acquiring additional responsibilities.
The estimated salary for this position is $55,000 - $70,000 per year, depending on location and experience.
Key Responsibilities- Provide day-to-day operational support to internal and external customers
- Learn about our business and develop expertise in Broker/Dealer operations
- Earn FINRA 99 or 7 licenses, as appropriate
- Process client requests while meeting process requirements, SLAs, and achieving high-quality metrics
- High School Diploma or GED
- 3+ years of experience working with Microsoft Office programs
- Personal integrity, responsiveness, professionalism, and ambition; strong work ethic
- Demonstrated experience communicating orally and in writing
- Flexible and adaptable to change
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Financial Operations Specialist
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Financial Services Specialist
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