Senior Office Services Associate

Cetera Financial Group is currently seeking an Sr. Office Services Associate for our Dallas, TX location. This is a unique opportunity to join our team to deliver world class customer service to our colleagues and clients.

What you will do:

• Assist with managing budgeting for home office hand branch expenses.
• Understand and assist with vendor setup and payment processing for home office.
• Maintain departmental financial records.
• Manage and maintain key box inventory for home office
• Assist with vendor management.
• Identify and implement process improvements.
• Ensure breakroom supplies and equipment functionality.
• Provide receptionist coverage as needed.
• Perform general office tasks (word processing, filing, equipment operation).
• Monitor and replenish supply inventories.
• Collaborate with Building Engineer on work orders.
• Arrange equipment repairs and maintenance.
• Collaborate with Corporate Security team when called upon.
• Maintain upkeep of gym equipment and supplies.
• Track and respond to ServiceNow requests.
• Communicate with departments to resolve issues.
• Assist with conference room setups and minor facilities tasks.
• Support scheduled and ad hoc projects.
• Maintain accurate floor plans and headcount through audits.
• Ensure compliance with policies and safety regulations.
• Perform other duties as assigned.
• All responsibilities are on-site.

What you need to have:

• Education & Experience:
• At a minimum, a High School Diploma or equivalent is required.
• Minimum 2 years in a corporate reception and/or office administrative position is preferred. Any equivalent combination of training and experience which provides the required knowledge, skills and abilities to perform the job requirements is also acceptable.
• Proficiency in Microsoft Office (Word/Excel/Outlook) is required.
• Must have excellent written, verbal and oral communication skills:
• The Office Services Associate communicates effectively with colleagues, vendors, and management to ensure proper coordination of tasks.
• The Office Services Associate will be working with customers over the phone and face to face and will require great attention to detail.
• Ability to multitask:
• Our ideal candidate will need to have the ability to work on various tasks at the same time and complete them without errors.
• Able to lift up to 50 Lbs.
• Ability to work under pressure of deadlines and time constraints:
• Our Office Services team has several deadlines to meet throughout the day. Often times, there will be changes that cause time constraints which are outside of our control. Effective planning and time management will help reduce the likelihood of unexpected situations.
• Experience working with Oracle or equivalent procurement system:
• The Office Services Associate will assist with the processing of department vendor payments.
• Our ideal candidate will have experience with entering purchase requisitions in Oracle and/or similar procurement system and processing invoices against assigned purchase orders (PO’s).
• Excellent customer service skills and an open, courteous and friendly personality required.
• Excellent oral and written communication skills.
• Must be able to efficiently handle multiple tasks concurrently while meeting deadlines, prioritizing tasks and providing excellent customer service.
• Highly detail oriented.

Compensation:

The base annual salary range for this role is $23.56 to $34.13 hourly, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

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, and 2 paid wellness days 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,and Cetera Financial Specialists.

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.

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