Hiring: Office Services Associate Company: Cetera Financial Group Location: Edina, MN Job Posted Time: 2026-09-12 13:20:18 Employment Type: Full-time Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Wealth Management About the job Experience: •1+ years of experience in an administrative, office support role or 2+ years in a customer service role Required Skills: •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 Qualifications: •High school diploma or equivalent •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 •Demonstrated capacity to multitask and prioritize in a fast-paced environment •Professional demeanor and customer service orientation •Attention to detail and problem-solving skills •Demonstrated capacity to work independently and collaboratively with cross-functional teams •Operational familiarity with budgeting and invoice tracking is a plus •What We Give You In Return Compensation: •Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!