Jobs in the United States

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Added 1 min ago
NS
PROGRAM ANALYST
Naval Sea Systems Command
Washington Navy Yard, DC
- $102,415 to $158,322 USD / year
…matter (e.g., financial, contractual, programmatic, or other program office focus) requiring ability to correlate and corroborate information into reports and records. | You will establish…
Added 1 min ago
IR
Supervisory Criminal Investigator (Special Agent in Charge) Temp NTE 1 Year, MBE 2 years, MBMP
Internal Revenue Service
Columbus, OH · Charlotte, NC · Boston, MA · Nashville, TN · New Orleans, LA · Detroit, MI · San Antonio, TX · Philadelphia, PA · Oklahoma City, OK · Cincinnati, OH · New Haven, CT · Pittsburgh, PA · Cleveland, OH · Dallas, TX · Las Vegas, NV · Springfield, NJ · Warwick, RI · Saint Louis, MO · Houston, TX · Portland, OR · Kansas City, MO · Seattle, WA · Salt Lake City, UT · Phoenix, AZ · Denver, CO · Atlanta, GA · Sacramento, CA · Oakland, CA
- $125,776 to $197,200 USD / year
…coordination, and implementation of programs within the assigned field office that ensure the delivery of the IRS and Criminal Investigation Strategic Plans. The incumbent ensures that all…
Added 1 min ago
IR
Supervisory Criminal Investigator (Special Agent in Charge)
Internal Revenue Service
Nashville, TN · Las Vegas, NV · Dallas, TX · Springfield, NJ · Portland, OR · Kansas City, MO · Houston, TX · Philadelphia, PA · Detroit, MI · Pittsburgh, PA · New Orleans, LA · Boston, MA · San Antonio, TX · Charlotte, NC · New Haven, CT · Columbus, OH · Saint Louis, MO · Warwick, RI · Cincinnati, OH · Oklahoma City, OK · Cleveland, OH · Seattle, WA · Phoenix, AZ · Atlanta, GA · Denver, CO · Salt Lake City, UT · Sacramento, CA · Oakland, CA
- $125,776 to $197,200 USD / year
…coordination, and implementation of programs within the assigned field office that ensure the delivery of the IRS and Criminal Investigation Strategic Plans. The incumbent ensures that all…
Added 1 min ago
VH
Physician (Chief Primary Care)
Veterans Health Administration
Augusta, GA
- $275,000 to $350,000 USD / year
Position(s) listed under this Open Continuous Announcement (OCA) MAY be eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. Applicants…
Added 1 min ago
VH
Health Benefits Assistant
Veterans Health Administration
Wilkes Barre, PA
- $40,736 to $52,957 USD / year
Subject matter expert for the Health Benefits section of the Business office 70%The HBA serves as a subject matter expert for the Health Benefits section of the Business office to screen,…
Added 1 min ago
AN
TELECOMMUNICATIONS SPECIALIST (SPECTRUM) (TITLE 32
Army National Guard Units
Springfield, IL
- $74,678 to $97,087 USD / year
…the State National Guard Headquarters and provides technical support and oversight for statewide Army spectrum…
Added 1 min ago
HU
PROGRAM & EXECUTIVE SERVICES SPECIALIST
HQ USAF and Support Elements
Pentagon, Arlington, VA
- $143,913 to $187,093 USD / year
…rules, procedures, and organization of both the DAF and the Office of the Secretary of Defense and the demonstrated ability to work directly with senior members of all military branches in…
Added 1 min ago
VH
Supervisory Mobility Transportation Specialist
Veterans Health Administration
Philadelphia, PA
- $82,289 to $106,982 USD / year
Identifies resources (staffing, funding, equipment, facilities) required to support varied level of program operations;
Added 1 min ago
SS
IT Specialist (Solutions Architect)
Social Security Administration
Woodlawn, MD
- $169,279 to $197,200 USD / year
Provides Agency level guidance in the planning, design, development, testing, and maintenance of complex business applications and technology solutions to support agency objectives. |…
Added 4 mins ago
EP
Attorney-Adviser
Environmental Protection Agency
Chicago, IL
- $83,482 to $154,682 USD / year
(E) Full-time or continuous participation in a legal aid program or significant summer law office clerk experience; or
Added 4 mins ago
CA
SUPERVISORY IMMIGRATION OFFICER
Citizenship and Immigration Services
Camp Springs, MD
- $169,279 to $197,200 USD / year
…national security initiatives. Implement changes to improve program effectiveness. | Provide briefings to officials and external entities on the current status of FDNS and/or national…
Added 4 mins ago
FS
Consumer Safety Inspector
Food Safety and Inspection Service
Kapolei, HI · Waipahu, HI
- $42,528 to $83,774 USD / year
$5,000 Sign on Bonus, Creditable Service for Annual Leave Accrual, Public Service Loan Forgiveness Program, Accelerated Promotion Program, and Referral Bonus Awards are available.
Added 4 mins ago
US
Financial Manager NF-04
United States Army Installation Management Command
Fort Eustis, VA
- $90,000 to $110,000 USD / year
Directs the preparation, analysis, and execution of the NAF annual operating budget, APF/NAF support budget, Capital Purchases and Minor Construction (CPMC) and major NAF/APF construction…
Added 4 mins ago
OO
Deputy Assistant Director Office of Enterprise Services
Office of the Director of National Intelligence
McLean, VA
- $151,661 to $209,700 USD / year
Assist the Assistant Director, Office of Enterprise Services (AD/OES) in strategic oversight and direction of the National Counterterrorism Center's budget, resource, contract planning, and…
Added 4 mins ago
OO
Training Specialist - Field Operations Review Team, Office of Audit
Office of the Inspector General, USPS
Woburn, MA · Warrendale, PA · Buffalo, NY · Eagan, MN · Grand Rapids, MI · Brockton, MA · West Columbia, SC · Southeastern, PA · San Antonio, TX · Bethesda, MD · Duluth, MN · Edison, NJ · Saint Louis, MO · Saint Charles, MO · Houston, TX · Brentwood, MD · Dallas, TX · Capitol Heights, MD · Raleigh, NC · Denver, CO · Carol Stream, IL · Richmond, VA · El Paso County, TX · Arlington, VA · Milwaukee, WI · Orlando, FL · Hammond, IN · Long Beach, CA · San Mateo, CA · Chicago, IL
- $128,967 to $197,200 USD / year
Designing, evaluating, and refining new or updated training programs for both the Office of Audit and OIG-wide initiatives related to Postal Service operations. Duties include selecting…
Added 6 mins ago
EO
Student Trainee
Executive Office for U.S. Attorneys and the Office of the U.S. Attorneys
Riverside, CA
- $18 USD / hour
If selected for this position, you will provide general office support to one or more professional programs, or technical staff members in the United States Attorney's Office. You will…
Added 6 mins ago
EO
Student Trainee
Executive Office for U.S. Attorneys and the Office of the U.S. Attorneys
Santa Ana, CA
- $18 USD / hour
If selected for this position, you will provide general office support to one or more professional programs, or technical staff members in the United States Attorney's Office. You will…
Added 6 mins ago
AO
Accountant (Systems)
Agriculture, Office of the Chief Financial Officer
New Orleans, LA
- $50,460 to $65,599 USD / year
These positions are with the United States Department of Agriculture (USDA), Office of the Chief Financial Officer, Associate Chief Financial Officer for Shared Services, Financial…
Added 6 mins ago
EO
Student Trainee
Executive Office for U.S. Attorneys and the Office of the U.S. Attorneys
Los Angeles, CA
- $18 USD / hour
If selected for this position, you will provide general office support to one or more professional programs, or technical staff members in the United States Attorney's Office. You will…
Added 6 mins ago
BO
Management and Program Analyst
Bureau of Land Management
Location Negotiable After Selection
- $61,722 to $97,087 USD / year
Performs surveys to assess compliance with regulations and procedures; identifies staffing, funding, and equipment needs to support program operations.
Added 6 mins ago
PS
Supervisory Accountant
Program Support Center
Rockville, MD · Charleston, SC · Kansas City, MO · Location Negotiable After Selection · Atlanta, GA · Washington, DC
- $143,913 to $187,093 USD / year
This position is located in the Department of Health and Human Services, Program Support Center, headquartered in Rockville, Maryland.
Added 6 mins ago
US
IT SPECIALIST (PLCYPLN)
United States Fleet Forces Command
Naval Shipyard, Portsmouth, VA
- $90,838 to $118,092 USD / year
You will serve as a IT Specialist (PLCYPLN) in the Budget/Contracts Support Branch (Code 109.31), Information Technology Business Division (1093), Information Technology & Cyber Security…
Added 6 mins ago
UA
Budget Analyst
U.S. Army Corps of Engineers
Vicksburg, MS
- $40,736 to $88,356 USD / year
Prepare staff support agreements for appropriate language and accuracy before they are routed through the chain of command for approval. | Perform financial transactions using the federal…
Added 9 mins ago
BP
Customer Account Executive (Real-Time Technical Lead)
Bonneville Power Administration
Portland, OR
- $114,684 to $149,091 USD / year
…Bulk Marketing (PT) organization within the Power Services (P) business line of the Bonneville Power Administration (BPA). Elevate your career as a Technical Lead! Champion advanced power…
Added 9 mins ago
AR
Associate Chief Financial Officer
Agriculture, Rural Development
Saint Louis, MO · Fort Worth, TX
- $204,122 to $216,010 USD / year
The application process used to recruit for this position is RESUME-ONLY. DO NOT submit separate Executive Core Qualifications/Technical Qualifications in lieu of a resume.

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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