Operations Professional

Jobtailor; Saint Cloud (MN); On-site; USD 42,000 - 62,000; Full time

Job summary

Jobtailor in Minnesota is seeking a detail-oriented operations specialist to support the Government Reporting team. You will handle account transactions, journal entries, and payment requests while serving as the main contact for inquiries.

The role involves collaboration with financial partners to resolve issues and ensure compliant processing. The position requires 1–2 years in a professional setting, proficiency in Excel, and the ability to work independently or within a team while adhering

Qualifications

• High School Diploma or equivalent.
• 1-2 years of related experience in a professional environment.
• Knowledge of Tax Reporting Process.
• Strong communication skills.
• Ability to work independently as well as within a team.
• Attention to detail.
• Excel experience a plus.

Responsibilities

• Provide operational, customer service, and administrative support to the Government Reporting team.
• Process daily department work, including account transactions, journal entries, payment-related requests, and other operational activities.
• Serve as a primary point of contact for internal and external inquiries, delivering timely support via phone, email, and other communication channels.
• Partner with financial professionals, clients, banks, credit unions, clearing firms, vendors, and other business partners to resolve issues and facilitate processing.
• Perform account reconciliations, calculations, and reporting-related activities, including daily filing notifications and compliance-driven processes.
• Research customer accounts, investigate discrepancies, and provide resolution recommendations.
• Collaborate with internal operations and business units across Cetera to support service, reporting, and operational initiatives.
• Exercise sound judgment when making customer-focused decisions while adhering to firm policies, procedures, and regulatory requirements.
• Utilize Written Supervisory Procedures (WSPs), departmental guidelines, and operational manuals to ensure accurate and compliant processing.
• Manage a high volume of detail-oriented, process-driven tasks while maintaining accuracy, efficiency, and service standards.
• Identify process improvements and contribute creative solutions to enhance operational effectiveness and the customer experience.
• Work independently and collaboratively within a team environment while receiving guidance from department leadership as needed

Skills

Strong communication skills

Attention to detail

Organizational skills

Analytical thinking

Ability to multi task

Team collaboration

Sound decision making

Education

High School Diploma

Tools

Excel

Written Supervisory Procedures (WSPs)

Job description

• Provide operational, customer service, and administrative support to the Government Reporting team.


• Process daily department work, including account transactions, journal entries, payment-related requests, and other operational activities.


• Serve as a primary point of contact for internal and external inquiries, delivering timely support via phone, email, and other communication channels.


• Partner with financial professionals, clients, banks, credit unions, clearing firms, vendors, and other business partners to resolve issues and facilitate processing.


• Perform account reconciliations, calculations, and reporting-related activities, including daily filing notifications and compliance-driven processes.


• Research customer accounts, investigate discrepancies, and provide resolution recommendations.


• Collaborate with internal operations and business units across Cetera to support service, reporting, and operational initiatives.


• Exercise sound judgment when making customer-focused decisions while adhering to firm policies, procedures, and regulatory requirements.


• Utilize Written Supervisory Procedures (WSPs), departmental guidelines, and operational manuals to ensure accurate and compliant processing.


• Manage a high volume of detail-oriented, process-driven tasks while maintaining accuracy, efficiency, and service standards.


• Identify process improvements and contribute creative solutions to enhance operational effectiveness and the customer experience.


• Work independently and collaboratively within a team environment while receiving guidance from department leadership as needed

Requirements

• High School Diploma or equivalent


• 1-2 years of related experience in a professional environment


• Financial Services Industry


• Operational processes


• Knowledge of Tax Reporting Process


• Strong communication skills


• Clear Communicator


• Ability to work independently as well as within a team


• Organizational skills


• Attention to detail


• Analytical thought processor


• Ability to multi task


• Make sound decisions quickly and confidently


• Excel Experience a plus

Core Competencies

Demonstrates expertise in operational processes and customer service within the Financial Services Industry, with a strong focus on compliance, attention to detail, and effective communication. Capable of managing multiple tasks while delivering accurate and timely support to internal and external stakeholders.

Highest-signal resume keywords

• Operational Processes


• Financial Services Industry


• Tax Reporting Process


• Strong Communication Skills


• Attention to Detail

ATS Optimization Keywords

Hard Skills

• Account Reconciliation


• Journal Entries


• Payment Processing


• Compliance Reporting


• Analytical Thinking

Soft Skills

• Organizational Skills


• Ability to Multi-task


• Sound Decision Making


• Team Collaboration


• Clear Communication

Industry Keywords

• Customer Service


• Operational Support


• Financial Transactions


• Detail-oriented Tasks


• Process Improvements

Tools & Technologies

• Excel


• Written Supervisory Procedures (WSPs)