Investor Services Associate Jobs in Spring, TX (NOW HIRING)

The Office Services Associate is the first impression for all visitors, prospects, clients and team members. They play an important role in creating a welcoming environment and keeping the office running efficiently.

    Answer incoming phone calls professionally and direct inquiries appropriately
    Create a welcoming environment for clients and team members; treat every touchpoint as an opportunity to exceed expectations
    Manage all office events and meetings, including assigning and preparing conference rooms, ordering lunches, and planning/executing team member events
    Prepare outgoing and overnight mail; collect and distribute incoming mail
    Prepare and deliver Wealth Management Review documentation
    Ensure all office areas are operational, clean, organized, and ready for guests and team member use at all times
    Act as liaison for Property Management firm; schedule onsite maintenance and proactively identify/report areas of concern
    Collaborate with internal Cetera teams; Office Services, etc.
    Mange vendor relationships and contract/invoices
    Schedule office equipment maintenance or replacement as needed
    Plan and coordinate team member and client gifts and swag
    Manage all office and kitchen inventory, including invoice and budget tracking

Required Qualifications:
    High school diploma or equivalent
    1+ years of experience in an administrative, office support role or 2+ years in a customer service role
    Excellent verbal and written communication skills
    Strong organizational and time management abilities
    Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and basic office equipment
    Ability to multitask and prioritize in a fast-paced environment
    Professional demeanor and customer service orientation
    Attention to detail and problem-solving skills
    Ability to work independently and collaboratively with cross-functional teams
    Experience coordinating meetings, events, and managing office supplies and vendors
    Familiarity with budgeting and invoice tracking is a plus

Compensation:  The base hourly range for this role in Houston, TX is $23.55 - $28.35 plus a competitive performance-based bonus. Base hourly pay depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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About Us

What 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 plus 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 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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

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 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.

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