Senior Specialty Operations Professional

We need to output only HTML fragment, using

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the job description. Key sections: - About the role: The opening paragraph: "Cetera is currently seeking a Senior Specialty Operations Professional for our team located in Des Moines, IA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period." - Responsibilities: The "Core Responsibilities" list (multiple bullet-like sentences). We need to extract duties. - Requirements: Possibly "Required Knowledge, Skills, And Abilities" and "Minimum Required Education & Experience". Could be separate sections: Requirements (maybe combine required knowledge and min education). Qualifications: maybe "Desired Knowledge, Skills, And Abilities". Skills: maybe combine? But we need to follow headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content. - About the role: yes. - Responsibilities: yes. - Requirements: we have "Required Knowledge, Skills, And Abilities" and "Minimum Required Education & Experience". That's requirements. - Qualifications: we have "Desired Knowledge, Skills, And Abilities". That could be qualifications. - Skills: maybe we could separate skills from responsibilities? But we already have skills in required/desired. Could still have a Skills section summarizing skill items? But we must not create filler. If we already covered skills in Requirements and Qualifications, we could omit Skills section to avoid thin. The instruction: Prefer a few substantive sections over many thin ones. So we could combine skills into Requirements and Qualifications, and not have a separate Skills section. - Benefits: Yes, there is a benefits paragraph under "About Us" describing benefits. - Pay: Yes, compensation section: salary range $17.80- $25.00, plus competitive performance-based bonus. Also mention compensation packages based on factors. That's specific enough for Pay. - Schedule: Not explicitly mentioned besides hybrid potential. There's no explicit schedule like full-time, part-time, shift. The posting mentions hybrid role potential, but not schedule details like "Full-time", "Monday-Friday". There's no explicit schedule info. So we should not create a Schedule section unless posting actually states them. It does not state schedule specifics, so omit. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay. Now we need to format. Use

for each heading. Inside each section, use

for prose,

• for lists. We need to preserve all substantive information; do not invent or summarize away detail. Must keep details like specific systems (Docupace, NetX360, Adviceworks, MAA, Salesforce and Smartworks), etc. We need to extract responsibilities list items. The responsibilities paragraph is long with many sentences, some repeated. We need to capture each duty as a list item, preserving details but not duplicating identical lines. Let's parse responsibilities: From "Core Responsibilities" paragraph: - Producing and Maintaining Advisory Accounts – setting up, providing maintenance, and resolving Advisory Account work items related to Cetera Financial Group’s Advisory Programs. - Understanding of the Advisory Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance. - You will partner with your Operations Lead and/or Team Lead to understand all position requirements and ensure key metrics are achieved and within Service Level Agreements. - You will cross train team members with the foundation of the Specialty Operations role. - Cross training on Queues and understanding workflows. - You will proactively work to identify and resolve potential problems with respect to operational issues. - Respond to inquiries from internal as well as external customers via Sales Force, email, mail (if applicable), and phone (if applicable) in a timely fashion. - Partner with Internal teams to come to a resolution - Handle complex cases that require detailed research as requested on customer accounts, respond on time. - Clearly communicate ideas, escalations, and operational awareness to Team Leads, Operations Team Leads, and leadership. - Become competent in Docupace, NetX360, Adviceworks, MAA, Salesforce and Smartworks - You will complete other duties as assigned. - Provide the clients and advisors of our different communities operational support around Financial Planning operations. - Learn about our business and develop expertise in BD operations, processing and service as a stepping stone for acquiring additional responsibilities. - Responsible for low to mid escalations, partnering with Operations Team Lead and leadership to help resolve. - Partner with internal partners such as the Program Manager, AdviceWorks team and compliance. - Shared responsibility related to reviewing and completing compliance audit reviews of plans. - You will partner with your manager to understand all position requirements and ensure key metrics are achieved. - Process daily work items while meeting process requirements, SLA’s and achieving quality metrics. - You will partner with other team members to ensure advisors experience consistent, high-quality customer service. - You will proactively work to identify and resolve potential problems with respect to operational issues. (duplicate) - Respond to inquiries from internal as well as external customers via email, client mail, and phone in a timely fashion. (similar to earlier but slightly different) - You will perform detailed research as requested on customer accounts and respond on time. (duplicate) - First level contact resolution related to escalated Support Center, Inbox and/or SalesForce inquiries for the department. - Comply with processes and procedures of the team and regulatory requirements. We need to deduplicate similar items. Let's create a list of unique responsibilities: 1. Producing and maintaining Advisory Accounts – setting up, providing maintenance, and resolving Advisory Account work items related to Cetera Financial Group’s Advisory Programs. 2. Understanding Advisory Operations business and established knowledge around brokerage operations: New Accounts, Money Movement, and Maintenance. 3. Partner with Operations Lead and/or Team Lead to understand position requirements and ensure key metrics are achieved within Service Level Agreements. 4. Cross train team members on the foundation of the Specialty Operations role. 5. Cross training on Queues and understanding workflows. 6. Proactively identify and resolve potential operational problems. 7. Respond to inquiries from internal and external customers via Salesforce, email, mail (if applicable), and phone (if applicable) in a timely manner. 8. Partner with internal teams to resolve issues. 9. Handle complex cases requiring detailed research on customer accounts and respond timely. 10. Clearly communicate ideas, escalations, and operational awareness to Team Leads, Operations Team Leads, and leadership. 11. Become competent in Docupace, NetX360, Adviceworks, MAA, Salesforce, and Smartworks. 12. Complete other duties as assigned. 13. Provide operational support to clients and advisors across different communities around Financial Planning operations. 14. Learn about the business and develop expertise in BD operations, processing, and service as a stepping stone for additional responsibilities. 15. Responsible for low to mid escalations, partnering with Operations Team Lead and leadership to help resolve. 16. Partner with internal partners such as the Program Manager, AdviceWorks team, and compliance. 17. Shared responsibility for reviewing and completing compliance audit reviews of plans. 18. Partner with manager to understand position requirements and ensure key metrics are achieved. (similar to #3 but okay) 19. Process daily work items while meeting process requirements, SLAs, and achieving quality metrics. 20. Partner with other team members to ensure advisors experience consistent, high-quality customer service. 21. First-level contact resolution for escalated Support Center, Inbox, and/or SalesForce inquiries for the department. 22. Comply with team processes, procedures, and regulatory requirements. We could combine some similar ones (e.g., #3 and #18 similar). But we can keep both if they add nuance. However to avoid thin sections, maybe combine. Let's consolidate: - Partner with Operations Lead/Team Lead and manager to understand position requirements and ensure key metrics are achieved within SLAs. - Cross train team members on Specialty Operations foundation and on Queues/workflows. - Proactively identify and resolve operational issues. - Respond to internal/external inquiries via Salesforce, email, mail, phone timely. - Partner with internal teams to resolve issues. - Handle complex cases requiring detailed research on customer accounts, respond timely. - Communicate ideas, escalations, operational awareness to Team Leads, Operations Team Leads, leadership. - Become competent in Docupace, NetX360, Adviceworks, MAA, Salesforce, Smartworks. - Complete other duties as assigned. - Provide operational support for Financial Planning operations to clients and advisors across communities. - Learn business, develop expertise in BD operations, processing, service as stepping stone for additional responsibilities. - Responsible for low to mid escalations, partnering with Operations Team Lead and leadership. - Partner with internal partners: Program Manager, AdviceWorks team, compliance. - Shared responsibility for reviewing/completing compliance audit reviews of plans. - Process daily work items meeting process requirements, SLAs, quality metrics. - Partner with team members to ensure consistent high-quality customer service for advisors. - First-level contact resolution for escalated Support Center, Inbox, SalesForce inquiries. - Comply with team processes, procedures, regulatory requirements. That seems comprehensive. Now Requirements section: combine Required Knowledge, Skills, And Abilities and Minimum Required Education & Experience. Required Knowledge, Skills, And Abilities list: - Ability to multi-task - Flexible and adaptable to change - Strong communication and organizational skills - Positive role model to colleagues - Highly responsive to coaching and training - Independent; able to work and resolve complex issues with minimal guidance - Ability to learn quickly and multi-task effectively in a fast-paced environment - Team player attitude - Energetic and results-oriented Minimum Required Education & Experience: - High School Diploma or GED - 1 years’ experience in the financial industry - 1 years of experience with MS Office tools - Licensing (if applicable) – note: "Licensing (if applicable)" maybe not a requirement but mention. - Travel Requirements: No Travel Required We could include travel requirement as part of Requirements. Now Qualifications section: Desired Knowledge, Skills, And Abilities: - Bachelor’s degree - Series 99, 6, or 7 licensed - Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills - Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments. Now Benefits section: from "About Us" paragraph after "What We Give You In Return". It lists many benefits. Need to preserve all substantive info. We'll create a
  • list. Benefits list: - 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 to give employees time to stay close with loved ones, recharge, and give back to communities. - 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer 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 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 benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra