What are the responsibilities and job description for the Business Operations Assistant position at Cetera Investment Services LLC?
**Job Summary:**
Cetera Investment Services LLC seeks a highly motivated and detail-oriented Sales Assistant to join our operations team. The successful candidate will have excellent communication and organizational skills, with a proven ability to multitask and prioritize tasks effectively.
**Responsibilities:**
- Support Financial Advisors with sales activities, including processing transactions and addressing customer inquiries.
- Develop and maintain knowledge of program procedures and policies, serving as a resource for Advisors and other staff members.
- Provide administrative support for telemarketing efforts, helping to develop new business and strengthen client relationships.
- Maintain accurate records and reports, ensuring compliance and accountability within the organization.
**Requirements:**
- Bachelor's Degree (desired)
- Excellent analytical and problem-solving skills
- Ability to work independently and as part of a team
- Strong communication and interpersonal skills
Banking Operations Support Supervisor - Hybrid
First Business Bank -
Madison, WI
Commercial Lending Assistant
First Business Bank -
Madison, WI
Assistant Professor in Finance, Investment and Banking
Wisconsin School of Business -
Madison, WI
