Cetera Investments is looking for a detail-oriented Operations Associate to support our Mutual Fund Operations in St. Cloud, MN. This role is essential to maintaining the smooth processing and integrity of trade activities and account management. As an Operations Associate, you'll play a key role in operational execution, accuracy, and compliance within our trading environment.
What you will do:
• Trade File Processing: Efficiently handle daily trade files from various trade vendors, ensuring accuracy and timeliness.
• Error Resolution: Identify and resolve any trade rejects, and communicate updates to relevant parties to ensure smooth transactions.
• Daily Reconciliation: Conduct daily balancing of trades, maintaining accuracy in all trading activities.
• Share Class Conversions: Process share class conversions accurately and in alignment with operational standards.
• Audit Collaboration: Partner with the Supervisor on audit-related items, contributing to accurate and compliant reporting.
• Customer Inquiry Management: Respond to internal and external inquiries related to account statuses, changes, and processes, including those from registered representatives.
• Account Research: Execute research on customer accounts as requested, ensuring thorough documentation and timely responses.
• Team Collaboration: Coordinate with team members to provide a consistent, high-quality experience for financial professionals.
• Additional Responsibilities: Support other operational activities as needed to meet team goals and regulatory standards.
What you need to have:
• High School Diploma or GED
• 1+ years of experience in operations or a similar field
• Proficiency in Microsoft Office applications
What is nice to have:
• Background in the finance industry
• Proven skills in problem-solving, organization, and follow-up
• Ability to manage multiple tasks effectively while adhering to deadlines, managing field inquiries, and completing internal assignments
#LI-Hybrid
Receive real-time job alerts and never miss the right job again
Fusion Medical Staffing Therapy
US - MN - MN - Fairmont
November 8, 2024
Fusion Medical Staffing-Therapy is seeking a travel Physical Therapist for a travel job in Fairmont, Minnesota. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: ASAP • Duration: 13 weeks • 36 hours per week • Shift: 12 hours • Employment Type: Travel Facility...
Fusion Medical Staffing Therapy
US - MN - MN - Blue Earth
November 8, 2024
Fusion Medical Staffing-Therapy is seeking a travel Physical Therapist for a travel job in Blue Earth, Minnesota. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: ASAP • Duration: 13 weeks • 36 hours per week • Shift: 12 hours • Employment Type: Travel Facility...
US - MN - MN - Le Roy
November 7, 2024
Experienced Owner Operators • & Small Fleet Owners • Limited Positions Available • SOAR TRANSPORTATION GROUP NEW RATE INCREASE • \$1.40/ Per Loaded Mile, Major Fuel Discounts Passed To You. • Average Annnual Earnings of \$225,000 2022 - 2025 Freightliners • • NEW LEASE PROGRAM - Payments start at...
Fusion Medical Staffing Therapy
US - MN - MN - Truman
November 8, 2024
Fusion Medical Staffing-Therapy is seeking a travel Physical Therapist for a travel job in Truman, Minnesota. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: ASAP • Duration: 13 weeks • 36 hours per week • Shift: 12 hours • Employment Type: Travel Facility...
Fusion Medical Staffing Therapy
US - MN - MN - Franklin
November 8, 2024
Fusion Medical Staffing-Therapy is seeking a travel Physical Therapist for a travel job in Franklin, Minnesota. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: ASAP • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, days • Employment Type: Travel Facility...
Fusion Medical Staffing Radiology
US - MN - MN - Grand Marais
November 7, 2024
Fusion Medical Staffing-Radiology is seeking a travel CT Technologist for a travel job in Grand Marais, Minnesota. & Requirements • Specialty: CT Technologist • Discipline: Allied Health Professional • Start Date: 11/11/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights •...
Fusion Medical Staffing Radiology
US - MN - MN - Rochester
November 8, 2024
Fusion Medical Staffing-Radiology is seeking a travel MRI Technologist for a travel job in Rochester, Minnesota. & Requirements • Specialty: MRI Technologist • Discipline: Allied Health Professional • Start Date: ASAP • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, nights • Employment...
Fusion Medical Staffing Long Term Care
US - MN - MN - Grand Meadow
November 8, 2024
Fusion Medical Staffing-Long Term Care is seeking a LPN / LVN for a travel job in Grand Meadow, Minnesota. & Requirements • Specialty: LPN / LVN • Discipline: LPN / LVN • Start Date: 11/11/2024 • Duration: 8 weeks • 40 hours per week • Shift: 8 hours, evenings • Employment Type: Travel Facility...
Fusion Medical Staffing Nursing
US - MN - MN - Saint Cloud
November 4, 2024
Fusion Medical Staffing-Nursing is seeking a travel nurse RN Med Surg for a travel nursing job in Saint Cloud, Minnesota. & Requirements • Specialty: Med Surg • Discipline: RN • Start Date: 11/11/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours • Employment Type: Travel Facility...
Fusion Medical Staffing Radiology
US - MN - MN - Alexandria
November 5, 2024
Fusion Medical Staffing-Radiology is seeking a travel Radiology Technologist for a travel job in Alexandria, Minnesota. & Requirements • Specialty: Radiology Technologist • Discipline: Allied Health Professional • Start Date: 11/18/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days...
Fusion Medical Staffing Nursing
US - MN - MN - Rochester
November 4, 2024
Fusion Medical Staffing-Nursing is seeking a travel First Assist Technician for a travel job in Rochester, Minnesota. & Requirements • Specialty: First Assist Technician • Discipline: Allied Health Professional • Start Date: ASAP • Duration: 16 weeks • 40 hours per week • Shift: 8 hours, days •...
Fusion Medical Staffing Therapy
US - MN - MN - Wabasso
November 8, 2024
Fusion Medical Staffing-Therapy is seeking a travel Physical Therapist for a travel job in Wabasso, Minnesota. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: ASAP • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, days • Employment Type: Travel Facility...
Fusion Medical Staffing Nursing
US - MN - MN - Woodbury
November 7, 2024
Fusion Medical Staffing-Nursing is seeking a travel nurse RN PreOp / PACU - Post Anesthesia Care for a travel nursing job in Woodbury, Minnesota. & Requirements • Specialty: PreOp / PACU - Post Anesthesia Care • Discipline: RN • Start Date: 11/25/2024 • Duration: 13 weeks • 40 hours per week •...
Fusion Medical Staffing Radiology
US - MN - MN - Minneapolis
November 8, 2024
Fusion Medical Staffing-Radiology is seeking a travel Ultrasound Technologist for a travel job in Minneapolis, Minnesota. & Requirements • Specialty: Ultrasound Technologist • Discipline: Allied Health Professional • Start Date: ASAP • Duration: 12 weeks • 40 hours per week • Shift: 8 hours, days •...
Fusion Medical Staffing Radiology
US - MN - MN - Roseau
November 6, 2024
Fusion Medical Staffing-Radiology is seeking a travel Ultrasound Technologist for a travel job in Roseau, Minnesota. & Requirements • Specialty: Ultrasound Technologist • Discipline: Allied Health Professional • Start Date: 11/18/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days •...
Fusion Medical Staffing Nursing
US - MN - MN - Minneapolis
November 8, 2024
Fusion Medical Staffing-Nursing is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Minneapolis, Minnesota. & Requirements • Specialty: Labor and Delivery • Discipline: RN • Start Date: ASAP • Duration: 13 weeks • 36 hours per week • Shift: 12 hours • Employment Type: Travel...
Fusion Medical Staffing Nursing
US - MN - MN - Redwood Falls
November 4, 2024
Fusion Medical Staffing-Nursing is seeking a travel nurse RN Med Surg for a travel nursing job in Redwood Falls, Minnesota. & Requirements • Specialty: Med Surg • Discipline: RN • Start Date: 11/11/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours • Employment Type: Travel Facility...
Fusion Medical Staffing Cath Lab
US - MN - MN - Saint Cloud
November 8, 2024
Fusion Medical Staffing-Cath Lab is seeking a travel Interventional Radiology Technologist for a travel job in Saint Cloud, Minnesota. & Requirements • Specialty: Interventional Radiology Technologist • Discipline: Allied Health Professional • Start Date: 11/11/2024 • Duration: 13 weeks • 40 hours...
Fusion Medical Staffing Radiology
US - MN - MN - Pipestone
November 4, 2024
Fusion Medical Staffing-Radiology is seeking a travel CT Technologist for a travel job in Pipestone, Minnesota. & Requirements • Specialty: CT Technologist • Discipline: Allied Health Professional • Start Date: ASAP • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type:...
Fusion Medical Staffing Radiology
US - MN - MN - Detroit Lakes
November 5, 2024
Fusion Medical Staffing-Radiology is seeking a travel Nuclear Medicine Technologist for a travel job in Detroit Lakes, Minnesota. & Requirements • Specialty: Nuclear Medicine Technologist • Discipline: Allied Health Professional • Start Date: 11/25/2024 • Duration: 13 weeks • 40 hours per week •...
Fusion Medical Staffing Nursing
US - MN - MN - Robbinsdale
November 4, 2024
Fusion Medical Staffing-Nursing is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Robbinsdale, Minnesota. & Requirements • Specialty: Labor and Delivery • Discipline: RN • Start Date: 12/03/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment...
Fusion Medical Staffing Therapy
US - MN - MN - Wells
November 8, 2024
Fusion Medical Staffing-Therapy is seeking a travel Physical Therapist for a travel job in Wells, Minnesota. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: ASAP • Duration: 13 weeks • 36 hours per week • Shift: 12 hours • Employment Type: Travel Facility...
Fusion Medical Staffing Nursing
US - MN - MN - Winona
November 7, 2024
Fusion Medical Staffing-Nursing is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Winona, Minnesota. & Requirements • Specialty: Labor and Delivery • Discipline: RN • Start Date: 11/25/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment...
Fusion Medical Staffing Therapy
US - MN - MN - Wabasso
November 8, 2024
Fusion Medical Staffing-Therapy is seeking a travel Occupational Therapist for a travel job in Wabasso, Minnesota. & Requirements • Specialty: Occupational Therapist • Discipline: Therapy • Start Date: ASAP • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, days • Employment Type: Travel...
Fusion Medical Staffing Long Term Care
US - MN - MN - Belgrade
November 5, 2024
Fusion Medical Staffing-Long Term Care is seeking a LPN / LVN for a travel job in Belgrade, Minnesota. & Requirements • Specialty: LPN / LVN • Discipline: LPN / LVN • Start Date: 11/25/2024 • Duration: 8 weeks • 36 hours per week • Shift: 12 hours, evenings • Employment Type: Travel Facility...
Fusion Medical Staffing Cardio
US - MN - MN - Thief River Falls
November 4, 2024
Fusion Medical Staffing-Cardio is seeking a travel Registered Respiratory Therapist for a travel job in Thief River Falls, Minnesota. & Requirements • Specialty: Registered Respiratory Therapist • Discipline: Allied Health Professional • Start Date: 11/11/2024 • Duration: 13 weeks • 36 hours per...
Fusion Medical Staffing Nursing
US - MN - MN - Rochester
November 5, 2024
Fusion Medical Staffing-Nursing is seeking a travel nurse RN PACU - Post Anesthesia Care for a travel nursing job in Rochester, Minnesota. & Requirements • Specialty: PACU - Post Anesthesia Care • Discipline: RN • Start Date: 11/19/2024 • Duration: 18 weeks • 40 hours per week • Shift: 8 hours •...