About this role
Operations Projects Associate, TRPG at Cetera Financial Group Inc. Location: Dallas, Texas, United States. Role: coordinating activities, maintaining records, setting up accounts Requirements: Proven operations experience, strong communication, ability to manage administrative tasks, knowledge of investment account setup preferred, and proficiency with Microsoft Office and broker-dealer custodial software. Category: Business Operations Seniority: Entry Level Tools: Schwab Advisor Center, Fidelity Wealthscape, Microsoft Office Suite Commitment: Full Time Workplace: Hybrid Languages: English