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Senior Office Services Associate

Cetera Financial Group
Dallas, Texas, US
Full-time

Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.

Cetera Financial Group (CFG) is seeking a Senior Office Services Associate who will assist the Associate Manager, Office Services to ensure that the office sites are safe, well-functioning, enjoyable spaces for all who enter.

The Senior Office Services Associate will support the office site(s) by drawing upon prior experience in facilities, vendor management, preventative maintenance, space planning, project implementation, scheduling, budgeting, monitoring, reporting, etc.

This individual will be a proactive and resourceful problem-solver with a keen ability to multi-task while paying strong attention to detail.

What you will do :

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily.

Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

  • Partner with and provide expertise to the site team, landlords, GCs, IT, Move Support, etc., for new offices, expansions, relocations, closures, and restorations.
  • Manage multiple tasks, projects, and requests simultaneously while remaining highly organized and focused on the details.
  • Implement small and large projects from contract to proposal initiation to final operational.
  • Manage internal and external customer communications and serve as a liaison to ensure results meet deliverables from conception to completion.
  • Assist with office planning and reviewing / implementing key action items as required, including those stemming from mergers and acquisitions.
  • Assist with preventative maintenance of building systems and furniture.
  • Operate as primary liaison between landlord and staff for all office repairs and general interactions / communications.
  • Oversee vendor management for onsite & remote locations, as applicable. Contact third-party professionals to repair complex systems.
  • Handle O&M work orders, repairs, and maintenance requests for both local and field operations.
  • Manage furniture requests / vendor interactions, including reviews, assets, measurements, etc., and coordinate delivery and installation.
  • Coordinate with utility company(s) to resolve any power outages or other urgent issues.
  • Coordinate all food and catering requests.
  • Support field offices remotely (sight unseen) to minimize traveling costs.
  • Assist Corporate Security with emergency response, as needed.
  • Support Reception / Office Administration with processing visitor badges, office supplies, unscheduled general office tasks, etc., as needed.
  • Comply with all OSHA, ADA, and City laws.
  • Other job duties as assigned.

What you need to have :

  • Bachelor’s degree in Facilities Management preferred.
  • 3-5 years of Facilities experience, including project management, space planning, systems furniture, and interpreting floor plans.
  • Understanding of business processes and key issues related to facilities & property management, including experience with mergers and acquisitions.
  • Experience in HVAC, plumbing, or electrical preferred. Certification is a plus.
  • Proficiency in MS Word, Excel, and PowerPoint.
  • Exceptional ability to problem-solve, multi-task, and remain organized, while never losing sight of quality or attention to detail.
  • First-class interpersonal skills and ability to communicate effectively (written and verbal) with a variety of contacts, including business associates, senior management, and vendors.
  • Ability to adapt to a constantly evolving environment.

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, 1 paid wellness day and 1 day of paid volunteer time off (VTO) 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 foster.
  • 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.

About Cetera Financial Group :

Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.

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" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.

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 the 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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9 days ago
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