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Financial Services Assistant
1 week ago
Cetera Financial Group, Inc. is seeking a highly skilled Financial Services Assistant to support our team of Registered Representatives. This role is ideal for individuals who are passionate about delivering exceptional customer service and have experience in administrative or customer-facing roles.
**Key Responsibilities**
- Support Registered Representatives with day-to-day operations, including preparing client paperwork and performing financial transactions.
- Maintain accurate records and files, ensuring compliance with regulatory requirements.
- Communicate effectively with clients, Registered Representatives, and internal teams to ensure seamless delivery of services.
Requirements
* 2+ years of experience in an administrative or customer service role
* Proficient in Microsoft Office tools (Word, Excel, PowerPoint)
* Strong communication and interpersonal skills
* Ability to work in a fast-paced environment and prioritize tasks effectively
About Us
Cetera Financial Group, Inc. 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. We offer a comprehensive benefits package, including competitive salary, inclusive health insurance, paid time off, and opportunities for career growth and development.