Senior Operations Professional

CETERA

. Provide high-level operational, customer service, and administrative support .

Posted 10/6/2026full-timeSt. Cloud • Minnesota • United StatesSenior💰 $20 - $24 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong operational and customer service capabilities, with a focus on compliance with regulatory requirements and effective communication. Proven ability to train others and resolve complex issues independently in a fast-paced environment.

Highest-signal resume keywords

Customer ServiceOperations ExperienceMS Office ProficiencySeries 99, 6, Or 7 LicenseProblem Resolution

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Journal Entry ProcessingAccount ProcessingPayment SolutionsRegulatory ComplianceInquiry Resolution

Soft Skills

Strong CommunicationOrganizational SkillsTeam Player AttitudeAdaptabilityEnergetic And Results-Oriented

Certifications & Qualifications

High School Diploma Or GEDBachelor’s Degree

Industry Keywords

Finance Industry ExperienceCustomer AccountsInternal And External CustomersTraining And Coaching

About the role

Key responsibilities & impact

Provide high-level operational, customer service, and administrative support
Process daily departmental work, including journal entries, account processing, and payment solutions
Respond to telephone, email, chat, and written correspondence inquiries from internal and external customers and registered representatives
Address inquiries about account status, account changes, and processes
Research customer accounts as requested
Partner with team members to provide consistent, high-quality customer service to financial professionals
Comply with team processes, procedures, and regulatory requirements
Train others on the same job roles and responsibilities as needed

Requirements

What you’ll need

High School Diploma or GED
Flexible and adaptable to change
Strong communication and organizational skills
Positive role model to colleagues
Highly responsive to coaching and training
Ability to work independently and resolve complex issues with minimal guidance
Ability to learn quickly and multitask effectively in a fast-paced environment
Team player attitude
Energetic and results-oriented
Ability to train others on the same job roles and responsibilities as needed
No travel required
Previous finance industry experience desired
1 year of operations experience desired
1 year of experience with MS Office tools desired
Bachelor’s degree desired
Series 99, 6, or 7 license desired
Demonstrated problem resolution, organizational, and follow-up skills desired
Ability to multitask while meeting regulatory deadlines and handling inquiries desired

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans
Mental health benefits
20+ days of paid time off (PTO)
Paid holidays
2 paid wellness days
401(k) savings plan with company contribution up to 5%
Access to a financial professional for financial planning
Paid parental leave
Health Savings Account and Flexible Spending Account options
Employee Assistance Program (EAP)
LifeLock identity theft protection
Pet insurance
Paid caregiver leave
Additional voluntary benefits