Office Services Associate

About the role

The Office Services Associate is the first impression for all visitors, prospects, clients, and team members. They play an important role in creating a welcoming environment and keeping the office running efficiently.

Responsibilities

• Answer incoming phone calls professionally and direct inquiries appropriately.
• Create a welcoming environment for clients and team members; treat every touchpoint as an opportunity to exceed expectations.
• Manage all office events and meetings, including assigning and preparing conference rooms, ordering lunches, and planning/executing team member events.
• Prepare outgoing and overnight mail; collect and distribute incoming mail.
• Prepare and deliver Wealth Management Review documentation.
• Ensure all office areas are operational, clean, organized, and ready for guests and team member use at all times.
• Act as liaison for Property Management firm; schedule onsite maintenance and proactively identify/report areas of concern.
• Collaborate with internal Cetera teams, including Office Services.
• Manage vendor relationships and contracts/invoices.
• Schedule office equipment maintenance or replacement as needed.
• Plan and coordinate team member and client gifts and swag.
• Manage all office and kitchen inventory, including invoice and budget tracking.

Requirements

• High school diploma or equivalent.
• 1+ years of experience in an administrative, office support role or 2+ years in a customer service role.
• Excellent verbal and written communication skills.
• Strong organizational and time management abilities.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and basic office equipment.
• Ability to multitask and prioritize in a fast-paced environment.
• Professional demeanor and customer service orientation.
• Attention to detail and problem-solving skills.
• Ability to work independently and collaboratively with cross-functional teams.
• Experience coordinating meetings, events, and managing office supplies and vendors.
• Familiarity with budgeting and invoice tracking is a plus.

Pay

The base hourly range for this role in Edina, MN is $22.10 - $26.90 plus a competitive performance-based bonus. Base hourly pay depends on factors including skill set, years and depth of experience, certifications, and location. Salary range may differ significantly due to geography and cost of labor considerations.

Benefits

• 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 team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, pet insurance, and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional voluntary benefits such as identity theft protection (LifeLock) and pet insurance for extra peace of mind.

About Us

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

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.