Operations Professional

Cnect

Operations Professional at Cetera supporting government reporting team with operational and customer service tasks. Collaborating with various stakeholders to resolve issues and enhance operational effectiveness.

Posted 7/21/2026full-timeSaint Cloud • Minnesota • 🇺🇸 United StatesJuniorMid-Level💰 $20 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in operational processes and customer service within the Financial Services Industry, with a strong focus on compliance, attention to detail, and effective communication. Capable of managing multiple tasks while delivering accurate and timely support to internal and external stakeholders.

Highest-signal resume keywords

Operational ProcessesFinancial Services IndustryTax Reporting ProcessStrong Communication SkillsAttention to Detail

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

Account ReconciliationJournal EntriesPayment ProcessingCompliance ReportingAnalytical Thinking

Soft Skills

Organizational SkillsAbility to Multi-taskSound Decision MakingTeam CollaborationClear Communication

Tools & Technologies

ExcelWritten Supervisory Procedures (WSPs)

Industry Keywords

Customer ServiceOperational SupportFinancial TransactionsDetail-oriented TasksProcess Improvements

About the role

Key responsibilities & impact

Provide operational, customer service, and administrative support to the Government Reporting team.
Process daily department work, including account transactions, journal entries, payment-related requests, and other operational activities.
Serve as a primary point of contact for internal and external inquiries, delivering timely support via phone, email, and other communication channels.
Partner with financial professionals, clients, banks, credit unions, clearing firms, vendors, and other business partners to resolve issues and facilitate processing.
Perform account reconciliations, calculations, and reporting-related activities, including daily filing notifications and compliance-driven processes.
Research customer accounts, investigate discrepancies, and provide resolution recommendations.
Collaborate with internal operations and business units across Cetera to support service, reporting, and operational initiatives.
Exercise sound judgment when making customer-focused decisions while adhering to firm policies, procedures, and regulatory requirements.
Utilize Written Supervisory Procedures (WSPs), departmental guidelines, and operational manuals to ensure accurate and compliant processing.
Manage a high volume of detail-oriented, process-driven tasks while maintaining accuracy, efficiency, and service standards.
Identify process improvements and contribute creative solutions to enhance operational effectiveness and the customer experience.
Work independently and collaboratively within a team environment while receiving guidance from department leadership as needed

Requirements

What you’ll need

High School Diploma or equivalent
1-2 years of related experience in a professional environment
Financial Services Industry
Operational processes
Knowledge of Tax Reporting Process
Strong communication skills
Clear Communicator
Ability to work independently as well as within a team
Organizational skills
Attention to detail
Analytical thought processor
Ability to multi task
Make sound decisions quickly and confidently
Excel Experience a plus

Benefits

Comp & perks

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 fostering.
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.
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 peace of mind