About this role
Operations Projects Associate, TRPG at Cetera Financial Group Inc. Location: Dallas, Texas, United States. Role: coordinating activities, opening accounts, maintaining records Requirements: Experience in operations/administrative roles, strong communication, ability to manage account setup for investments, proficiency with Microsoft Office, broker-dealer custodial software and CRM, and ability to manage multiple priorities. Category: Business Operations Seniority: Mid Level Tools: Microsoft Office Suite, Schwab Advisor Center, Fidelity Wealthscape, CRM systems Commitment: Full Time Workplace: Hybrid Languages: English