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Operational Support Associate

2 months ago

Saint Cloud, Minnesota, United States Cetera Full time

Cetera Investments is currently in search of an Operations Associate to join our Mutual Fund Operations team. This role presents a valuable opportunity to contribute to our operations and deliver exceptional service to our clients.

Key Responsibilities:

  • Manage the processing of daily trade files from our trading partners.
  • Address any trade discrepancies and inform relevant stakeholders.
  • Conduct daily reconciliation of trades.
  • Facilitate the processing of share class conversions.
  • Collaborate with the Supervisor on audit-related tasks.
  • Handle inquiries from both internal and external clients regarding account details, modifications, and procedures.
  • Perform account research as needed.
  • Work closely with team members to ensure a consistent and high-quality service experience for financial professionals.
  • Execute additional responsibilities as assigned.

Qualifications:

  • High School Diploma or equivalent.
  • Minimum of 1 year of experience in operations.
  • At least 1 year of proficiency with MS Office applications.

Preferred Qualifications:

  • Prior experience in the financial services sector.
  • Proven track record of effective problem-solving, organizational, and follow-up skills.
  • Capability to manage multiple tasks while adhering to regulatory timelines and addressing inquiries.

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