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