Jobs in the United States

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Added 3 mins ago
TS
Lead Transportation Security Officer
Transportation Security Administration
Santa Barbara, CA
- $71,957 to $93,549 USD / year
…representing the team in communications with the supervisor or manager for the purpose of obtaining resources (e.g., computer hardware and software,…
Added 5 mins ago
MD
Operations Research Analyst
Missile Defense Agency
Fort Belvoir, VA · Dahlgren, VA
- $143,913 to $197,200 USD / year
…(MDA). The incumbent will be responsible for: Serve as the principal cost estimating expert for the program/team, providing authoritative guidance and analysis to program/organization…
Added 7 mins ago
District Service Manager I, CRM- Central New England
Medtronic
Albany, NY
Manage the CVG Champions Program to ensure proper execution of BU expectations. Drive accountability through adherence to deadlines and timely documentation of Champion-related activities…
Added 7 mins ago
TS
Lead Transportation Security Officer
Transportation Security Administration
Allentown, PA
- $72,737 to $94,563 USD / year
…representing the team in communications with the supervisor or manager for the purpose of obtaining resources (e.g., computer hardware and software,…
Added 7 mins ago
TS
Lead Transportation Security Officer
Transportation Security Administration
Charlottesville, VA
- $61,722 to $80,243 USD / year
…representing the team in communications with the supervisor or manager for the purpose of obtaining resources (e.g., computer hardware and software,…
Added 9 mins ago
Case Manager
Volunteers of America - Greater New York, Inc.
The Bronx, NY
Are you passionate about helping others achieve stability and independence? As a Case Manager, you'll help formerly homeless veterans build on their strengths, access essential services,…
Added 12 mins ago
VH
Administrative Support Assistant
Veterans Health Administration
Oklahoma City, OK
- $50,460 to $65,599 USD / year
This position is an Administrative Support Assistant position serves as the principal office assistant performing various administrative and clerical duties in support of the Pathology and…
Added 14 mins ago
PA
Management and Program Analyst
Patent and Trademark Office
Alexandria, VA
- $169,279 to $197,200 USD / year
…Financial Officer (OCFO). The Chief Financial Officer (CFO) is the principal advisor to the Under Secretary and Director on planning, budget, financial, procurement and organizational…
Added 14 mins ago
PA
Management and Program Analyst
Patent and Trademark Office
Alexandria, VA
- $169,279 to $197,200 USD / year
…Financial Officer (OCFO). The Chief Financial Officer (CFO) is the principal advisor to the Under Secretary and Director on planning, budget, financial, procurement and organizational…
Added 20 mins ago
FA
Aviation Safety Inspector
Federal Aviation Administration
Orlando, FL · Tampa, FL · Des Plaines, IL · Herndon, VA · Sandston, VA · Hapeville, GA · Burlington, MA · Minneapolis, MN · Belleville, MI · Charlotte, NC · Linthicum Heights, MD · Clermontville, OH · Columbus, OH · North Olmsted, OH
- $107,446 to $139,684 USD / year
Serves as the Principal Operations Inspector for Wheels Up JTT Flight Program at the Denver FSDO.
Added 20 mins ago
FA
Administrative Officer
Federal Aviation Administration
Colorado Springs, CO · Longmont, CO · Grand Junction, CO · Denver, CO · Cheyenne, WY · Englewood, CO
- $53,528 to $99,683 USD / year
Performs multiple and varying assignments under the limited direction of a manager, project/program manager, team leader, or more experienced professional. Acts as an individual contributor…
Added 24 mins ago
TS
Nurse (Case Manager) - DIRECT HIRE
Transportation Security Administration
Springfield, VA
- $121,785 to $158,322 USD / year
…Officer branch. The incumbent serves as the Senior Nurse Case Manager, responsible for managing and providing advice on fitness-for-duty, annual medical certifications, FMLA and medical…
Added 24 mins ago
VH
Health System Specialist - Temporary Promotion NTE 120 Days
Veterans Health Administration
Hines, IL
- $100,059 to $130,080 USD / year
The primary purpose of the position is to provide management and program analysis support to the Deputy Associate Director of Patient Care Services (DADPCS), Associate Director of Patient…
Added 27 mins ago
JA
Program Manager (Deputy Chief of Staff)
Joint Activities
Homestead, FL
- $157,563 to $197,200 USD / year
…organization progress and overall effectiveness. | Maintain continuous program reviews and analyses to evaluate organizational progress against budgetary limitations, schedules, and command…
Added 27 mins ago
TS
Lead Transportation Security Officer
Transportation Security Administration
San Luis Obispo, CA
- $71,957 to $93,549 USD / year
…representing the team in communications with the supervisor or manager for the purpose of obtaining resources (e.g., computer hardware and software,…
Added 29 mins ago
DC
PROGRAM MANAGER, CHIEF DIGITAL ARTIFICIAL INTEL OFFICER
Defense Contract Audit Agency
Fort Belvoir, VA
- $169,279 to $197,200 USD / year
…mission goals and governance frameworks; OR directing a complex program portfolio of advanced technology or automation initiatives, which includes establishing performance metrics,…
Added 31 mins ago
TS
Supervisory Transportation Security Officer
Transportation Security Administration
Colorado Springs, CO
- $76,650 to $99,650 USD / year
…immediate organization; supervising employees performing special program work; and serving as the supervisor-in-charge of an assigned airport or other transportation…
Added 34 mins ago
BP
Public Utilities Specialist (Customer Account Executive)
Bonneville Power Administration
Seattle, WA · Spokane, WA · Portland, OR
- $106,991 to $155,521 USD / year
This position is located with Bonneville Power Administration (BPA), in Program Marketing (PEM) organization within Energy Conservation (PE), Power Services organization (P).
Added 34 mins ago
FA
Airway Transportation Systems Specialist
Federal Aviation Administration
Fort Worth, TX
- $121,519 to $188,392 USD / year
As an ATSS (SOC NOM), the incumbent is recognized as the principal technical expert for development of workable solutions for any unanticipated situations adversely affecting operationally…
Added 34 mins ago
FA
Airway Transportation Systems Specialist
Federal Aviation Administration
Fort Worth, TX
- $98,437 to $152,563 USD / year
Receives general program assignments from a supervisor or higher-level manager. Assignments are stated in terms of priorities, overall objectives, and boundaries. Completed assignments are…
Added 41 mins ago
NS
DISTINGUISHED SCIENTIST/ENGINEER FOR USW ENTERPRISE SOS INTEGRATION
Naval Sea Systems Command
Naval Base Newport, RI
- $192,695 to $209,600 USD / year
…execute the following engineering tasks. | You will serve as principal technical advisor, advising Navy, OSD, and DoD leaders on USW SoS strategies, baselines, risks, and modernization.…
Added 43 mins ago
TS
Expert Transportation Security Officer - Security Training Instructor
Transportation Security Administration
Belgrade, MT
- $74,678 to $97,087 USD / year
…Security Officer (ETSO), you will support the airport training program through performance of a variety of training related functions. In addition to program responsibilities, as an ETSO…
Added 43 mins ago
ND
PROFESSOR OF ECONOMICS
National Defense University
Fort McNair, DC
- $144,837 to $183,428 USD / year
Experience as team leader of an interdisciplinary team, academic department chair, or program manager.
Added 43 mins ago
OA
Budget Analyst
Other Agencies and Independent Organizations
Washington, DC
- $102,415 to $133,142 USD / year
…Concepts Division. Bureau of Budget and Planning carries out the principal responsibilities of preparing and submitting the Department's budget requests, managing the Department's…
Added 43 mins ago
TS
Lead Transportation Security Officer
Transportation Security Administration
Boise, ID
- $61,722 to $80,243 USD / year
…representing the team in communications with the supervisor or manager for the purpose of obtaining resources (e.g., computer hardware and software,…

Elite Reporting & Billing Professional

Dallas, TX, United States

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Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Cetera is currently seeking an Elite Reporting and Billing Professional for our team located in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.

Core Responsibilities:

Support of Cetera’s Advisory Programs including, Operational support and Customer Service for various departments within the organization as well as advisors across the Cetera Network.
Understanding of advisory programs and billing methodologies, Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance.
Responsible for daily processing of work associated with department to include:
Advisory billing processing
Perform various asset calculations/reconciliation
Perform research as requested on customer accounts
Provide phone support for department
Other duties as assigned
You will cross train team members with the foundation of the Specialty Operations role. Cross training on billing functions, Envestnet platform and understanding workflows.
You will provide day-to-day support to the team including but not limited to escalations, workflow management and subject matter expert.
You will proactively work to identify and resolve potential problems with respect to operational and/or billing issues.
You will work to identify efficiencies within the Department’s processes and procedures
Maintain department documentation
Assist with key metric reporting
Contributor to various Corporate projects as it relates to Advisory and out vendor platforms
Respond to inquiries from internal as well as external customers via Sales Force, email, mail (if applicable), and phone (if applicable) in a timely fashion.
Partner with Internal teams to come to a resolution
First point of contact for escalations with the ability to handle cases that require detailed research as requested on customer accounts
Competent in Docupace, NetX360, Adviceworks, mAA, Salesforce and Smartworks
Provide the clients and advisors of our different communities operational support around Financial Planning operations.
Learn about our business and develop expertise in BD operations, processing and service as a steppingstone for acquiring additional responsibilities.
Partner with internal partners such as the Program Manager, AdviceWorks team and compliance.
Shared responsibility related to reviewing and completing compliance audit requests.
You will partner with your manager to understand all position requirements and ensure key metrics are achieved.
You will partner with other team members to ensure advisors experience consistent, high-quality customer service.
Comply with processes and procedures of the team and regulatory requirements.
Perform research as requested on customer accounts
Other duties as assigned

Required Knowledge, Skills, and Abilities:

Ability to manage workflow for a team and prioritization
Independent; able to work and resolve complex issues with minimal guidance
Ability to multi-task and prioritize with medium assistance
Flexible and adaptable to change
Strong communication and organizational skills
Positive role model to colleagues
Highly responsive to coaching and training
Ability to learn quickly and multi-task effectively in a fast-paced environment
Team player attitude
Energetic and results-oriented
Intermediate experience with Microsoft Excel

Desired Knowledge, Skills, and Abilities:

Previous experience in the Finance and/or Financial Services industry
Bachelor’s degree
Series 99, 6, or 7 licensed
Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.

Minimum Required Education & Experience:

High School Diploma or GED
3 years’ applicable experience
3 years of experience with MS Office tools
Licensing (if applicable)

Travel Requirements: No Travel Required

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+ 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 fostering.
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.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 and a leading provider of retail services to the investment programs of banks and credit unions.

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 (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

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.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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More about this job

Skills

Reporting
Customer service
Research
Workflow
Documentation
Sales
Salesforce
Financial planning
Regulatory compliance
Prioritization
Adaptability
Communication skills
Organizational skills
Coaching
Microsoft Excel
Microsoft Office

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