Senior Reporting & Billing Professional - Cetera Financial Group
El Segundo, CA 90245
About the Job
We are currently seeking a Senior Reporting and Billing Professional to join our Advisory Billing team.
This role provides an exceptional chance to contribute to operational success while interacting directly with our advisors and clients.
After a successful training period, there is an opportunity to transition into a hybrid work arrangement.As part of our team, you will:Deliver operational support and customer service to Cetera’s departments and advisors, with a focus on advisory and asset-based programs.Accurately process daily departmental tasks, including asset-based billing.Respond to inquiries from internal and external customers through email and phone, maintaining a high standard of professionalism.Conduct account calculations, reconciliations, and detailed research as requested.Investigate and resolve client issues, ensuring timely and accurate solutions.Take on additional responsibilities as assigned to support team objectives.What You Will Have:High school diploma or GED.Minimum of 2 years of relevant professional experience.Proficiency in Microsoft Office tools, with intermediate-level expertise in Excel.What Is Nice To Have:Bachelor’s degree in finance, business, or a related field.Previous experience in the financial services industry.Active Series 99, 6, or 7 license.Strong problem-solving, organizational, and follow-up skills.Ability to multitask effectively, meeting regulatory deadlines while managing customer inquiries and internal assignments.#LI-HYBRID#LI-DNIWhat we give you in return:Not many teams can say that they support people’s dreams coming to life… We happen to do that every day.
And as important as we know your career is, we recognize that there’s a whole lot more to life.
To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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 foster.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.About Cetera Financial Group:Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.
Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology."Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees.
For us, this is the only acceptable way to do business.
Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S.
military status, political affiliation, or any other class protected by state and/or federal law.Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team.
We will reach out to our preferred agency partners in the rare instance we require additional talent options.
Your respect for this process is appreciated.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.Full timePosting Date: 2024-12-13
This role provides an exceptional chance to contribute to operational success while interacting directly with our advisors and clients.
After a successful training period, there is an opportunity to transition into a hybrid work arrangement.As part of our team, you will:Deliver operational support and customer service to Cetera’s departments and advisors, with a focus on advisory and asset-based programs.Accurately process daily departmental tasks, including asset-based billing.Respond to inquiries from internal and external customers through email and phone, maintaining a high standard of professionalism.Conduct account calculations, reconciliations, and detailed research as requested.Investigate and resolve client issues, ensuring timely and accurate solutions.Take on additional responsibilities as assigned to support team objectives.What You Will Have:High school diploma or GED.Minimum of 2 years of relevant professional experience.Proficiency in Microsoft Office tools, with intermediate-level expertise in Excel.What Is Nice To Have:Bachelor’s degree in finance, business, or a related field.Previous experience in the financial services industry.Active Series 99, 6, or 7 license.Strong problem-solving, organizational, and follow-up skills.Ability to multitask effectively, meeting regulatory deadlines while managing customer inquiries and internal assignments.#LI-HYBRID#LI-DNIWhat we give you in return:Not many teams can say that they support people’s dreams coming to life… We happen to do that every day.
And as important as we know your career is, we recognize that there’s a whole lot more to life.
To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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 foster.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.About Cetera Financial Group:Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.
Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology."Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees.
For us, this is the only acceptable way to do business.
Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S.
military status, political affiliation, or any other class protected by state and/or federal law.Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team.
We will reach out to our preferred agency partners in the rare instance we require additional talent options.
Your respect for this process is appreciated.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.Full timePosting Date: 2024-12-13
Source : Cetera Financial Group