Business Operations Coordinator

1 week ago


Whitewater, Wisconsin, United States Cetera Investment Services LLC Full time

The Sales Assistant plays a pivotal role in ensuring seamless operational processes within Cetera Investment Services LLC. Key responsibilities include:

Transaction Processing
  • Accurately reviewing transactions for completeness, accuracy, and compliance issues
  • Maintaining a detailed record of processed transactions through established control measures
  • Correcting inaccuracies or missing information in transactions, involving communication with Advisors as necessary
  • Providing ongoing training to Advisors on operational matters
  • Responding to inquiries from supervisors, sales managers, program staff, bank management, and clients
Office Administration
  • Managing office supplies, marketing materials, new business forms, and business cards
  • Communicating reorder requests to the appropriate manager
  • Tracking the status of requested materials
  • Processing trades in a timely manner and forwarding them to supervisors for processing
  • Assisting in resolving suspended trades to enable processing and forwarding to supervisors
  • Preparing notes or cover memos to clarify unusual trades and follow up on unresolved issues
  • Monitoring the status of each trade
Financial Advisor Support
  • Providing guidance on completing paperwork, such as setting up new accounts and unusual trade documentation
  • Clarifying program procedures
  • Supplying employment and licensing paperwork to new Advisors, reviewing it once complete, and forwarding it to the home office for processing
  • Attending all sales meetings
Telemarketing
  • Assisting Advisors with telemarketing efforts
  • Calling the existing customer base to develop:
  • New business
  • Cross referrals
  • Delivering high-quality customer service
  • Calling supplemental lists to schedule appointments for Advisors

Requirements:

  • Bachelor's Degree (preferred)
  • Strong interpersonal skills and ability to work with diverse groups of bank personnel and customers
  • Dependability, accuracy, and strong attention to detail are essential
  • Ability to exercise good judgment, accept responsibility, and handle confidential information

Applicants should attach a copy of their resume with their application.



  • Whitewater, Wisconsin, United States Management Business Solutions Full time

    Job Title: 3D SolidWorks Sanitary Piping Mechanical Project EngineerWe are seeking a highly skilled and experienced Mechanical Project Engineer to join our team at Management Business Solutions. As a key member of our engineering department, you will be responsible for managing projects from start to finish, ensuring they are completed on time and within...

  • Operations Manager

    4 weeks ago


    Whitewater, Wisconsin, United States MacLean-Fogg Full time

    About MacLean-FoggMacLean-Fogg is a globally recognized leader in the design and manufacture of innovative fastener solutions, engineered components, and advanced manufacturing systems for the automotive and industrial sectors. With a rich history dating back to 1925, we are a family-run company that takes pride in our heritage while embracing the future...


  • Whitewater, Wisconsin, United States UW Whitewater Full time

    Job SummaryWe are seeking a highly organized and detail-oriented individual to fill the role of Assignments and Billing Coordinator at the University of Wisconsin-Whitewater. This position provides critical support for the Assistant Director - Residential Operations, ensuring the smooth operation of residence hall applications, contracts, and student...


  • Whitewater, Wisconsin, United States Army National Guard Full time

    Job SummaryAs a Chemical Operations Specialist for the Army National Guard, you will play a critical role in protecting the nation from chemical and biological threats. Your expertise will be essential in supporting disaster relief efforts and safeguarding the country from hazardous materials.Key ResponsibilitiesProvide training and supervision on CBRN...


  • Whitewater, Wisconsin, United States Coca-Cola Full time

    Job Summary:As a CDL Class A Delivery Driver at Coca-Cola, you will be responsible for the safe and professional operation of a commercial motor vehicle, company equipment, and the courteous delivery of products to our valued customers. This role requires the ability to unload and deliver products to our local customers, as well as perform pre-trip and...

  • Framing Carpenter

    2 weeks ago


    Whitewater, Wisconsin, United States DLK Enterprises, Inc. Full time

    Job OpportunityWe are seeking an experienced carpenter to join our team at D.L.K. Enterprises, Inc. as a key member in the organization's daily operations.Responsibilities:Coordinate and oversee the organization's daily operations, ensuring seamless execution of projects.Develop and implement effective job site strategies to increase efficiency and...

  • Framing Carpenter

    2 weeks ago


    Whitewater, Wisconsin, United States DLK Enterprises, Inc. Full time

    Job OpportunityWe are seeking an experienced carpenter to join our team at DLK Enterprises, Inc. as a key member of our construction operations.Responsibilities:Coordinate and oversee daily operations on job sites, ensuring efficient project execution and high-quality results.Read and interpret blueprints to inform construction strategies and...

  • Framing Carpenter

    1 month ago


    Whitewater, Wisconsin, United States DLK Enterprises, Inc. Full time

    Job OpportunityWe are seeking an experienced carpenter to join our team at DLK Enterprises, Inc. as a key member of our construction operations.Responsibilities:Coordinate and oversee daily operations on job sites, ensuring efficient project execution and high-quality results.Read and interpret blueprints to inform construction strategies and...

  • HR Generalist

    1 week ago


    Whitewater, Wisconsin, United States HUSCO International Full time

    Job SummaryWe are seeking a highly motivated and experienced HR Generalist to join our team at HUSCO International. The successful candidate will be responsible for providing support and service to employees and managerial staff in the functional areas of human resources, including recruitment, training and development, employee relations, business...


  • Whitewater, Wisconsin, United States Martin-Brower Full time

    Job SummaryReyes Holdings is seeking a highly skilled CDL Class A Delivery Driver to join our team. As a CDL Class A Delivery Driver, you will be responsible for safely operating a commercial motor vehicle, delivering products to our valued customers, and ensuring the highest level of customer satisfaction.Key ResponsibilitiesOperate a commercial motor...


  • Whitewater, Wisconsin, United States Generac Power Systems Full time

    Join Generac Power Systems, a leading energy technology company, as we continue to power a smarter world.With over 60 years of history, we've been dedicated to energy innovation, from creating the home standby generator market category to our current evolution into an energy technology solutions company. We're committed to pushing new boundaries and making a...


  • Whitewater, Wisconsin, United States Gecko Hospitality Full time

    Job DescriptionGecko Hospitality is seeking a highly skilled Franchise Training Leader to design, implement, and manage comprehensive training programs that align with the company's goals and objectives.Key Responsibilities:Develop and deliver training programs to enhance employee skills and knowledgeIdentify and correct training gaps to improve overall...


  • Whitewater, Wisconsin, United States BARTSCH MANAGEMENT, LLC Full time

    Job SummaryBartsch Management, LLC is seeking a skilled Maintenance Professional to join our team. As a key member of our maintenance team, you will be responsible for ensuring the day-to-day operations of our residential properties are running smoothly.Key Responsibilities:Complete maintenance service requests as assigned by the Property Manager.Perform...

  • CDL Driver Associate

    2 weeks ago


    Whitewater, Wisconsin, United States Martin-Brower Full time

    Job SummaryWe are seeking a highly skilled CDL Driver Associate to join our team. As a CDL Driver Associate, you will be responsible for safely operating a commercial motor vehicle, unloading and delivering products to our customers, and performing pre-trip and post-trip inspections of equipment and vehicle.Key ResponsibilitiesOperate a commercial motor...

  • Production Supervisor

    2 weeks ago


    Whitewater, Wisconsin, United States Generac Power Systems Full time

    We are Generac, a leading energy technology company committed to powering a smarter world. Our history spans over 60 years, marked by innovation and dedication to energy solutions. As a Production Supervisor, you will lead the daily operation of a production shift, interacting with various departments to achieve maximum quality and cost effectiveness. Your...


  • Whitewater, Wisconsin, United States SSM Health Full time

    Join Our Team as a Medical Office Assistant - FloatAt SSM Health, we're committed to delivering exceptional patient care and creating a positive work environment for our team members. As a Medical Office Assistant - Float, you'll play a vital role in supporting our healthcare team and ensuring the smooth operation of our medical office.Key...


  • Whitewater, Wisconsin, United States Pet Supplies Plus Full time

    Job SummaryWe are seeking a highly motivated and experienced Store Manager to join our team at Pet Supplies Plus. As a Store Manager, you will be responsible for leading a team of Associates to deliver exceptional customer service, drive sales growth, and maintain a clean and organized store environment.Key ResponsibilitiesLead and manage a team of...

  • Welding Specialist

    2 weeks ago


    Whitewater, Wisconsin, United States Complete Staff - Elkhorn Full time

    Job SummaryCompleteStaff is seeking a skilled Welding Specialist to join our team at a manufacturing facility in southeast Wisconsin. As a Welding Specialist, you will be responsible for laying out, fitting, and welding fabricated and cast components to assemble structural forms.Key Responsibilities:Laying out and fitting components to assemble structural...

  • Culinary Expert

    1 week ago


    Whitewater, Wisconsin, United States Qdoba - Roaring Fork Full time

    We are seeking a skilled Cook to join our team at Qdoba - Roaring Fork. As a Cook, you will be responsible for preparing food according to specifications, conducting regular visual and taste tests, and adhering to food safety standards.About the Role:Prepare food according to approved recipes and proper portioningConduct regular visual and taste tests to...


  • Whitewater, Wisconsin, United States Trekker Full time

    CDL-A Lease Purchase Truck Driver OpportunityTrekker is a 100% independent contractor carrier offering truck leasing programs tailored to various driver lifestyles and experience levels. We work individually with our ICs to find the right program, helping you achieve your goal of owning your own truck and business.Lease Purchase Truck Driver Incentives:Over...