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Added 2 hours ago
T
Printer Technician
TEKsystems
Cleveland, OH
- $23 USD / hour
DescriptionSeeking a DocuCare Associate to support a Xerox-managed print services environment at a corporate location in downtown Cleveland, Ohio. This individual will serve as the primary…
Added 3 hours ago
Sr. AWS Cloud Architect
Peraton
Remote, United States
Identity & Data Protection: Architect secure identity access boundaries, multi-factor authentication, single sign-on (SSO), network firewalls, and encryption schemas for data at rest and in…
Added 3 hours ago
RME Planner
US AMR-Jones Lang LaSalle Americas, Inc.
Gouldsboro, PA
The RME Planner will be a member of the Reliability Maintenance and Engineering team and will work with network the Enterprise Asset Management (EAM) team as well as the Reliability Manager…
Added 4 hours ago
Epic Appl Analyst Associate- Pharmacy IT Medication Access
Advocate Health, Inc.
Remote, United States
…also includes e-prescribing and Surescripts-related functions, provider PDMP configuration, and vaccine…
Added 5 hours ago
Provider Network Data Maintenance Associate
PacificSource
United States
The Provider Network Maintenance Associate is responsible for maintaining the accuracy and integrity of provider data within the organization's systems. This role involves updating provider…
Added 5 hours ago
Provider Network Data Maintenance Associate
PacificSource
Portland, OR
The Provider Network Maintenance Associate is responsible for maintaining the accuracy and integrity of provider data within the organization's systems. This role involves updating provider…
Added 5 hours ago
Provider Network Data Maintenance Associate
PacificSource
Boise, ID
The Provider Network Maintenance Associate is responsible for maintaining the accuracy and integrity of provider data within the organization's systems. This role involves updating provider…
Added 5 hours ago
Provider Network Data Maintenance Associate
PacificSource
Bend, OR
The Provider Network Maintenance Associate is responsible for maintaining the accuracy and integrity of provider data within the organization's systems. This role involves updating provider…
Added 5 hours ago
Operations Associate
Albany, NY
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…
Added 5 hours ago
Chief Engineer
Booz Allen Hamilton_United States
Reston, VA · McLean, VA
…next-generation cyber tools. These tools operate across multiple complex network fabrics with varying security classifications. As the Chief Engineer, you will directly manage and…
Added 6 hours ago
Population Health and VBC Program Manager
ADELANTE HEALTHCARE INC
Phoenix, AZ
High level of experience with HEDIS, UDS, AZARA, network portals, Care Gaps closure, Data analysis, attestation forms, and performance improvement.
Added 6 hours ago
Cloud Computing, Senior Advisor
Peraton
Remote, United States
…mission capability integrator and transformative enterprise IT provider, we deliver trusted, highly differentiated solutions and technologies to protect our nation and allies. Peraton…
Added 6 hours ago
Provider Network Data Maintenance Associate
PacificSource
Springfield, OR
The Provider Network Maintenance Associate is responsible for maintaining the accuracy and integrity of provider data within the organization's systems. This role involves updating provider…
Added 8 hours ago
AH
Provider Network Operations Representative
Astrana Health, Inc.
Riverside, CA
- $25 to $30 USD / hour
The Provider Network Operations Representative supports the day-to-day operational functions of the provider network in the OC-IE-SD markets and may assist with designated non-CA and MSO…
Added 8 hours ago
Dealer Communication Coordinator
Allied Solutions, LLC
Dakota Dunes, SD
…dealerships and will include the gathering of proceed level data as well as the overall performance of an assigned dealer or dealer network. Additionally, the Dealer Communication…
Added 9 hours ago
Clinical Research Coordinator - Physical Medicine Rehabilitation
Mayo US
Rochester, MN
…problems appropriately. Manages, monitors, and reports research data to maintain quality and compliance. Provides education/training for others within the department. Performs…
Added 9 hours ago
Business Development & Partnerships Associate
Provectus
Remote, United States
Provectus is an Artificial Intelligence consultancy and solutions provider, helping businesses achieve their objectives through AI and data-driven innovation organization-wide in such…
Added 9 hours ago
Business Development & Partnerships Associate
Provectus
Remote, United States
Provectus is an Artificial Intelligence consultancy and solutions provider, helping businesses achieve their objectives through AI and data-driven innovation organization-wide in such…
Added 9 hours ago
Clinical Research Coordinator - Alzheimer's Disease Research
Mayo US
Rochester, MN
…problems appropriately. Manages, monitors, and reports research data to maintain quality and compliance. Provides education/training for others within the department. Performs…
Added 10 hours ago
Healthcare Provider Network Payor Relations & Compliance Specialist (Hybrid/Jackson, MI) - Mosaic CIN
Henry Ford Health
Jackson, MI
Perform ongoing evaluation, maintenance, and execution of the Network participation agreements. Maintains all policies and procedures related to Network provider affairs and delegated…
Added 10 hours ago
Network Engineer - Cloud Operations **US Remote**
x Varian Medical Systems, Inc.
Remote, United States
Varian is seeking a Network Engineer position in support of our Managed Services global business. Our goal is to provide good operational practices and support for the operations,…
Added 10 hours ago
Instrument & Controls Technician (I, II, Sr.)
Southern Company
Euharlee, GA
Southern Company (NYSE: SO) is a leading energy provider serving 9 million customers across the Southeast and beyond through its family of companies. Providing clean, safe, reliable and…
Added 10 hours ago
Security Service Technician
Allied Universal
Farmingdale, NJ
…drive our mission of being the world's most trusted service provider. The Embedded Service Technician serves as a dedicated on-site resource at a client location, providing ongoing service,…
Added 11 hours ago
Administrator, Pharmacy Reimbursement
Navitus Health Services
Madison, WI
Added 11 hours ago
Medical Technologist - Laboratory - PRN - Camden
SGHS BRANDING
St Marys, GA
Interested in working for the Golden Isles’ healthcare provider and employer of choice?

Operations Associate

Albany, NY, United States

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Job details

Posting language: English
Posted: Oct 30, 2026

Original job description

The Operations Assistant supports Financial Professionals with the operational and administrative management of their investment practice. This role focuses on executing day-to-day operational workflows, managing documentation and service requests, and maintaining organized, compliant processes to ensure efficient practice operations. This role does not make sales, maintain a book of business, or provide financial advice or recommendations to clients. Licensing is not required for this position. The Operations Assistant role is designed to be flexible and may be tailored using defined role task checklists to align with the specific operational needs of a practice.

Core Responsibilities:

Support Financial Professionals with operational and administrative functions related to daily practice management
Manage workflows related to account maintenance, service requests, and operational follow-up
Prepare, process, and track paperwork to ensure timely and accurate completion
Maintain accurate client and operational records in firm-approved systems and tools (e.g., CRM, AdviceWorks/SmartWorks)
Track outstanding operational items and follow up to ensure resolution
Maintain organized electronic and physical filing systems in accordance with compliance standards
Support practice processes related to client servicing, internal coordination, and operational efficiency
Partner with Financial Professionals to support workflow organization and process improvement
Participate in regular meetings with Financial Professionals to align on operational priorities and tasks
Adhere to firm policies and regulatory requirements while maintaining confidentiality and data integrity

Required Knowledge, Skills, and Abilities:

Strong organizational and time-management skills
High attention to detail in a regulated environment
Ability to manage multiple priorities and deadlines
Strong written and verbal communication skills
Proficient with technology and ability to learn firm systems (Microsoft Office including Word, Excel, and PowerPoint)

Minimum Required Education & Experience:

High School diploma or equivalent
Some college preferred

Travel Requirements: 0% Compensation: The base salary range for this role in Albany, NY is $22.60 - $27.40 plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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

Regulatory compliance
Workflow
Process improvement
Confidentiality
Time management
Attention to detail
Communication skills
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft PowerPoint

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